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AFFINIUS CAPITAL LLC

SAN ANTONIO, TX · CRD 316030 · IAPD ↗ · 800-531-8182

$30.44BRegulatory AUM
273Advisory reps
298Employees
20Clients
n/aPlanning clients
94Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — AFFINIUS CAPITAL LLC shrank from 279 to 273 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2026 — AFFINIUS CAPITAL is now doing business as AFFINIUS CAPITAL LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
56
April 2026 — AFFINIUS CAPITAL LLC reported RAUM up 60% ($19.48B -> $31.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — AFFINIUS CAPITAL shrank from 285 to 279 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — AFFINIUS CAPITAL shrank from 293 to 285 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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