AFFINITY INVESTMENT ADVISORS, LLC
CRD #108278 SEC #801-42015 NEWPORT BEACH, CA 949-660-6373
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
6
Clients
0
Accounts
71
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $3M | 6 | 5 |
| Mar 2024 | $938.1M | $935.5M | $2.6M | 8 | 5 |
| Mar 2023 | $1.1B | $1.1B | $2.5M | 9 | 5 |
| Oct 2022 | $976.9M | $974.1M | $2.8M | 10 | 10 |
| Mar 2022 | $976.9M | $974.1M | $2.8M | 10 | 10 |
| Nov 2021 | $1.1B | $1.1B | $2.3M | 10 | 10 |
| Sep 2021 | $1.1B | $1.1B | $2.3M | 10 | 10 |
| Aug 2021 | $1.1B | $1.1B | $2.3M | 10 | 10 |
| Mar 2021 | $1.1B | $1.1B | $2.3M | 10 | 10 |
| Oct 2020 | $334.8M | $332.9M | $2M | 9 | 9 |
| Jul 2020 | $334.8M | $332.9M | $2M | 9 | 9 |
| Jun 2020 | $334.8M | $332.9M | $2M | 9 | 9 |
| Mar 2020 | $334.8M | $332.9M | $2M | 9 | 9 |
| Feb 2020 | $706.2M | $694M | $12.1M | 12 | 11 |
| Apr 2019 | $706.2M | $694M | $12.1M | 12 | 11 |
| Mar 2019 | $706.2M | $694M | $12.1M | 12 | 11 |
| Mar 2018 | $1B | $1B | $13.4M | 15 | 12 |
| Sep 2017 | $1.3B | $1.2B | $13.3M | 16 | 200 |
| Aug 2017 | $1.3B | $1.2B | $13.3M | 16 | 200 |
| Apr 2017 | $1.3B | $1.2B | $13.3M | 16 | 200 |
| Mar 2017 | $1.3B | $1.2B | $13.3M | 18 | 200 |
| Mar 2016 | $1.2B | $1.2B | $11.5M | 18 | 286 |
| Jul 2015 | $1.3B | $1.3B | $12M | 15 | 247 |
| Mar 2015 | $1.1B | $1.1B | $11.8M | 15 | 247 |
| Dec 2014 | $1B | $1B | $11.1M | 15 | 247 |
| Nov 2014 | $1B | $1B | $11.1M | 15 | 247 |
| Mar 2014 | $840.2M | $829.7M | $10.5M | 12 | 265 |
| Mar 2013 | $896.2M | $887.7M | $8.6M | 9 | 265 |
| May 2012 | $994.9M | $986.4M | $8.5M | 6 | 285 |
| Apr 2012 | $994.9M | $986.4M | $8.5M | 6 | 285 |
| Mar 2012 | $791.2M | $788.4M | $2.8M | 6 | 285 |
| Mar 2011 | $749.6M | $744.6M | $5M | 10 | -- |
| Jan 2011 | $692M | $687M | $5M | 10 | -- |
| Aug 2010 | $608.6M | $603.8M | $4.9M | 10 | -- |
| Aug 2010 | $608.6M | $603.8M | $4.9M | 10 | -- |
| Mar 2007 | $474.1M | $464.5M | $9.6M | 10 | -- |
| Nov 2006 | $311.8M | $305.5M | $6.3M | 10 | -- |
| Mar 2006 | $236.5M | $230.7M | $5.8M | 5 | -- |
| May 2005 | $114.3M | $105.6M | $8.7M | 5 | -- |
| Aug 2004 | $83M | $83M | $0 | 10 | -- |
| May 2002 | $62.3M | $45.3M | $17M | 5 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3M
Employees6
Clients5
DateMar 2024
Total AUM$938.1M
Discretionary$935.5M
Non-Disc.$2.6M
Employees8
Clients5
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.5M
Employees9
Clients5
DateOct 2022
Total AUM$976.9M
Discretionary$974.1M
Non-Disc.$2.8M
Employees10
Clients10
DateMar 2022
Total AUM$976.9M
Discretionary$974.1M
Non-Disc.$2.8M
Employees10
Clients10
DateNov 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.3M
Employees10
Clients10
DateSep 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.3M
Employees10
Clients10
DateAug 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.3M
Employees10
Clients10
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.3M
Employees10
Clients10
DateOct 2020
Total AUM$334.8M
Discretionary$332.9M
Non-Disc.$2M
Employees9
Clients9
DateJul 2020
Total AUM$334.8M
Discretionary$332.9M
Non-Disc.$2M
Employees9
Clients9
DateJun 2020
Total AUM$334.8M
Discretionary$332.9M
Non-Disc.$2M
Employees9
Clients9
DateMar 2020
Total AUM$334.8M
Discretionary$332.9M
Non-Disc.$2M
Employees9
Clients9
DateFeb 2020
Total AUM$706.2M
Discretionary$694M
Non-Disc.$12.1M
Employees12
Clients11
DateApr 2019
Total AUM$706.2M
Discretionary$694M
Non-Disc.$12.1M
Employees12
Clients11
DateMar 2019
Total AUM$706.2M
Discretionary$694M
Non-Disc.$12.1M
Employees12
Clients11
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$13.4M
Employees15
Clients12
DateSep 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$13.3M
Employees16
Clients200
DateAug 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$13.3M
Employees16
Clients200
DateApr 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$13.3M
Employees16
Clients200
DateMar 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$13.3M
Employees18
Clients200
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$11.5M
Employees18
Clients286
DateJul 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$12M
Employees15
Clients247
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.8M
Employees15
Clients247
DateDec 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$11.1M
Employees15
Clients247
DateNov 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$11.1M
Employees15
Clients247
DateMar 2014
Total AUM$840.2M
Discretionary$829.7M
Non-Disc.$10.5M
Employees12
Clients265
DateMar 2013
Total AUM$896.2M
Discretionary$887.7M
Non-Disc.$8.6M
Employees9
Clients265
DateMay 2012
Total AUM$994.9M
Discretionary$986.4M
Non-Disc.$8.5M
Employees6
Clients285
DateApr 2012
Total AUM$994.9M
Discretionary$986.4M
Non-Disc.$8.5M
Employees6
Clients285
DateMar 2012
Total AUM$791.2M
Discretionary$788.4M
Non-Disc.$2.8M
Employees6
Clients285
DateMar 2011
Total AUM$749.6M
Discretionary$744.6M
Non-Disc.$5M
Employees10
Clients--
DateJan 2011
Total AUM$692M
Discretionary$687M
Non-Disc.$5M
Employees10
Clients--
DateAug 2010
Total AUM$608.6M
Discretionary$603.8M
Non-Disc.$4.9M
Employees10
Clients--
DateAug 2010
Total AUM$608.6M
Discretionary$603.8M
Non-Disc.$4.9M
Employees10
Clients--
DateMar 2007
Total AUM$474.1M
Discretionary$464.5M
Non-Disc.$9.6M
Employees10
Clients--
DateNov 2006
Total AUM$311.8M
Discretionary$305.5M
Non-Disc.$6.3M
Employees10
Clients--
DateMar 2006
Total AUM$236.5M
Discretionary$230.7M
Non-Disc.$5.8M
Employees5
Clients--
DateMay 2005
Total AUM$114.3M
Discretionary$105.6M
Non-Disc.$8.7M
Employees5
Clients--
DateAug 2004
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$62.3M
Discretionary$45.3M
Non-Disc.$17M
Employees5
Clients--