Firm profile

AFFINIUS CAPITAL

SAN ANTONIO, TXCRD 316030Latest ADV March 31, 2026

Affinius Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 31, 2026, reports $31.1B in regulatory assets under management, 298 employees, 8 offices, and 121 accounts.

Assets Under Management
$31.1B
Employees
298
Offices
8 offices
Total Clients
106
Primary office
SAN ANTONIO, TX
9830 COLONNADE BLVD., SUITE 600, SAN ANTONIO, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOLeonard J. O'donnell
CCORachel A. Donnelly
CFOTana M. Gardner

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 94.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
94.3%
100
2
Insurance Cos.
5.7%
6
Categories with <5 clients
Banking or thrift institutions<5 clients
NONPROFIT CORPORATION SEPARATELY MANAGED ACCOUNTS<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$31.1Bas of March 31, 2026
Discretionary68.3%
$21.2B
68% of total RAUM68.3%
Non-discretionary31.7%
$9.9B
32% of total RAUM31.7%
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$31.1B
Total Accounts121
10Y AUM Change+$21.1B (+211.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees298
Clients per Employee0:1
10Y Employee Change+24 (+8.8%)

* 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.