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AFFINITY CAPITAL ADVISORS LLC

BERKELEY, CA · CRD 166226 · IAPD ↗ · affinitycapital.com · 510-984-0261

$851.3MRegulatory AUM
5Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — AFFINITY CAPITAL ADVISORS LLC reported RAUM up 34% ($636.1M -> $851.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
April 2025 — AFFINITY CAPITAL ADVISORS LLC changed its website from affinitycapadv.com to affinitycapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — AFFINITY CAPITAL ADVISORS LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — AFFINITY CAPITAL ADVISORS LLC crossed $500M in regulatory AUM ($480.1M -> $636.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
April 2024 — AFFINITY CAPITAL ADVISORS LLC notice-filed in LA, MA.
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.