← Tributary

AFFINITY INVESTMENT GROUP, LLC

EXETER, NH · CRD 117191 · IAPD ↗ · 603-778-6436

$595.1MRegulatory AUM
3Advisory reps
9Employees
14Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
June 2026 — AFFINITY INVESTMENT GROUP, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2025 — AFFINITY INVESTMENT GROUP, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — AFFINITY INVESTMENT GROUP, LLC crossed $500M in regulatory AUM ($444.9M -> $515.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — AFFINITY INVESTMENT GROUP, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.