AFFINIUS CAPITAL LLC

Legal name: AFFINIUS CAPITAL ADVISORS LLC

CRD 316030File 801-122540

APPROVED

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$31.11B

Top 10% of cohort (national)

Discretionary AUM

$21.25B

Non-discretionary $9.86B

Clients

106

121 accounts

Employees

298

Top 10% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Oct 22, 2021
Principal office: 9830 COLONNADE BLVD., SUITE 600, SAN ANTONIO, TX, 78230
Phone: 800-531-8182
Website: https://www.linkedin.com/company/affiniuscapital/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $31.11B
Discretionary AUM: $21.25B
Non-discretionary AUM: $9.86B
Discretionary accounts: 78
Non-discretionary accounts: 43
Total accounts: 121
AUM per client: $293.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	6	$3.08B
Pooled investment vehicles	100	$26.37B
Banking or thrift institutions	Fewer than 5	$186.0M
State or municipal government entities	Fewer than 5	$389.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — SEE SCHEDULE D - MISCELLANEOUS
Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.