Affinity Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berkeley, CA. Its latest Form ADV filing, dated March 23, 2026, reports $851M in regulatory assets under management, 11 employees, and 1,766 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.4% of total clients.
Top client categories% of clientsClients
1
Individuals
59.4%
325
2
HNWI
37.7%
206
3
Pension Plans
2.0%
11
4
Corporations
0.7%
4
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$851Mas of March 23, 2026
Discretionary74.3%
$633M
74% of total RAUM74.3%
Non-discretionary25.7%
$219M
26% of total RAUM25.7%
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.
Total AUM$851M
Total Accounts1,766
10Y AUM Change+$711M (+505.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee50:1
10Y Employee Change+7 (+175.0%)
* 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.