Affinity Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Exeter, NH. Its latest Form ADV filing, dated March 31, 2026, reports $595M in regulatory assets under management, 9 employees, 7 offices, and 1,624 accounts.
Assets Under Management
$595M
Employees
9
Offices
7 offices
Total Clients
471
Primary office
EXETER, NH
18 HAMPTON ROAD, UNIT 7, EXETER, NH, United States
Top client segmentHNWI represent 50.7% of total clients.
Top client categories% of clientsClients
1
HNWI
50.7%
239
2
Individuals
47.1%
222
3
Pension Plans
2.1%
10
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$595Mas of March 31, 2026
Discretionary90.9%
$541M
91% of total RAUM90.9%
Non-discretionary9.1%
$54M
9% of total RAUM9.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$595M
Total Accounts1,624
10Y AUM Change+$403M (+209.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee52:1
10Y Employee Change+3 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.