SAN ANTONIO, TXCRD 316030Registration Status: ApprovedEffective since October 22, 2021Latest ADV August 24, 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
$30.4B
Employees
298
Offices
8 offices
Total Clients
111
Primary office
SAN ANTONIO, TX
9830 COLONNADE BLVD., SUITE 600, SAN ANTONIO, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 90.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
90.1%
100
2
Insurance Cos.
5.4%
6
3
NONPROFIT CORPORATION SEPARATELY MANAGED ACCOUNTS
4.5%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$30.4Bas of August 24, 2026
Discretionary67.6%
$20.6B
68% of total RAUM67.6%
Non-discretionary32.4%
$9.9B
32% of total RAUM32.4%
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$30.4B
Total Accounts121
10Y AUM Change+$21.1B (+211.5%)
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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%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Current profile metrics reflect a newer SEC ADV filing than the latest point shown in the historical chart. The chart will update once that filing is added to the ADV history dataset.
* 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.