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AFFINITY ASSET ADVISORS, LLC

NEW YORK, NY · CRD 312788 · IAPD ↗ · affinityadv.com · 646-481-3856

$2.45BRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
August 2026 — AFFINITY ASSET ADVISORS, LLC reported RAUM up 45% ($1.69B -> $2.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — AFFINITY ASSET ADVISORS, LLC crossed $1B in regulatory AUM ($807.9M -> $1.69B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
52
April 2025 — AFFINITY ASSET ADVISORS, LLC reported RAUM up 46% ($553.1M -> $807.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — AFFINITY ASSET ADVISORS, LLC crossed $500M in regulatory AUM ($237.6M -> $553.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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