AFFINITY INVESTMENT GROUP, LLC
CRD #117191 SEC #801-61181 EXETER, NH 603-778-6436
SEC Registered
Total AUM
$515.3M
Discretionary
$456.3M
Employees
7
Clients
251
Accounts
1,550
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $515.3M | $456.3M | $59M | 7 | 11 |
| Oct 2025 | $515.3M | $456.3M | $59M | 7 | 11 |
| Sep 2025 | $515.3M | $456.3M | $59M | 7 | 11 |
| Mar 2025 | $515.3M | $456.3M | $59M | 7 | 11 |
| Mar 2025 | $515.3M | $456.3M | $59M | 7 | 11 |
| Jul 2024 | $444.9M | $380.6M | $64.3M | 8 | 11 |
| Mar 2024 | $444.9M | $380.6M | $64.3M | 8 | 11 |
| Mar 2024 | $444.9M | $380.6M | $64.3M | 8 | 11 |
| Sep 2023 | $368.1M | $305.1M | $63M | 7 | 22 |
| Mar 2023 | $368.1M | $305.1M | $63M | 7 | 22 |
| Mar 2023 | $368.1M | $305.1M | $63M | 7 | 22 |
| Jan 2022 | $415.1M | $343.1M | $72M | 7 | 12 |
| Apr 2021 | $336.9M | $273.5M | $63.4M | 6 | 9 |
| Feb 2021 | $336.9M | $273.5M | $63.4M | 6 | 9 |
| Jul 2020 | $285.8M | $100.8M | $185M | 5 | 14 |
| Jun 2020 | $285.8M | $100.8M | $185M | 5 | 14 |
| Mar 2020 | $285.8M | $100.8M | $185M | 5 | 14 |
| Oct 2019 | $231.1M | $0 | $231.1M | 6 | 2 |
| Jan 2019 | $231.1M | $0 | $231.1M | 6 | 2 |
| Dec 2018 | $233.4M | $0 | $233.4M | 6 | 11 |
| Feb 2018 | $233.4M | $0 | $233.4M | 6 | 11 |
| Feb 2017 | $192.6M | $0 | $192.6M | 6 | 300 |
| Feb 2016 | $174.1M | $0 | $174.1M | 5 | 300 |
| Feb 2016 | $174.1M | $0 | $174.1M | 5 | 300 |
| Feb 2015 | $159.1M | $0 | $159.1M | 2 | 300 |
| Aug 2014 | $137.9M | $0 | $137.9M | 2 | 400 |
| Mar 2014 | $137.9M | $0 | $137.9M | 2 | 400 |
| Mar 2014 | $137.9M | $0 | $137.9M | 2 | 400 |
| Mar 2014 | $137.9M | $0 | $137.9M | 2 | 400 |
| Mar 2013 | $120.7M | $0 | $120.7M | 4 | 300 |
| Jun 2012 | $105.3M | $0 | $105.3M | 1 | 300 |
| Mar 2012 | $105.3M | $0 | $105.3M | 1 | 400 |
| May 2011 | $95.7M | $0 | $95.7M | 5 | -- |
| Jan 2011 | $78.9M | $0 | $78.9M | 5 | -- |
| Mar 2009 | $73.4M | $0 | $73.4M | 5 | -- |
| Apr 2007 | $80.7M | $0 | $80.7M | 5 | -- |
| Feb 2007 | $80.7M | $0 | $80.7M | 5 | -- |
| Feb 2006 | $60.4M | $0 | $60.4M | 5 | -- |
| Dec 2003 | $32.1M | $0 | $32.1M | 5 | -- |
DateOct 2025
Total AUM$515.3M
Discretionary$456.3M
Non-Disc.$59M
Employees7
Clients11
DateOct 2025
Total AUM$515.3M
Discretionary$456.3M
Non-Disc.$59M
Employees7
Clients11
DateSep 2025
Total AUM$515.3M
Discretionary$456.3M
Non-Disc.$59M
Employees7
Clients11
DateMar 2025
Total AUM$515.3M
Discretionary$456.3M
Non-Disc.$59M
Employees7
Clients11
DateMar 2025
Total AUM$515.3M
Discretionary$456.3M
Non-Disc.$59M
Employees7
Clients11
DateJul 2024
Total AUM$444.9M
Discretionary$380.6M
Non-Disc.$64.3M
Employees8
Clients11
DateMar 2024
Total AUM$444.9M
Discretionary$380.6M
Non-Disc.$64.3M
Employees8
Clients11
DateMar 2024
Total AUM$444.9M
Discretionary$380.6M
Non-Disc.$64.3M
Employees8
Clients11
DateSep 2023
Total AUM$368.1M
Discretionary$305.1M
Non-Disc.$63M
Employees7
Clients22
DateMar 2023
Total AUM$368.1M
Discretionary$305.1M
Non-Disc.$63M
Employees7
Clients22
DateMar 2023
Total AUM$368.1M
Discretionary$305.1M
Non-Disc.$63M
Employees7
Clients22
DateJan 2022
Total AUM$415.1M
Discretionary$343.1M
Non-Disc.$72M
Employees7
Clients12
DateApr 2021
Total AUM$336.9M
Discretionary$273.5M
Non-Disc.$63.4M
Employees6
Clients9
DateFeb 2021
Total AUM$336.9M
Discretionary$273.5M
Non-Disc.$63.4M
Employees6
Clients9
DateJul 2020
Total AUM$285.8M
Discretionary$100.8M
Non-Disc.$185M
Employees5
Clients14
DateJun 2020
Total AUM$285.8M
Discretionary$100.8M
Non-Disc.$185M
Employees5
Clients14
DateMar 2020
Total AUM$285.8M
Discretionary$100.8M
Non-Disc.$185M
Employees5
Clients14
DateOct 2019
Total AUM$231.1M
Discretionary$0
Non-Disc.$231.1M
Employees6
Clients2
DateJan 2019
Total AUM$231.1M
Discretionary$0
Non-Disc.$231.1M
Employees6
Clients2
DateDec 2018
Total AUM$233.4M
Discretionary$0
Non-Disc.$233.4M
Employees6
Clients11
DateFeb 2018
Total AUM$233.4M
Discretionary$0
Non-Disc.$233.4M
Employees6
Clients11
DateFeb 2017
Total AUM$192.6M
Discretionary$0
Non-Disc.$192.6M
Employees6
Clients300
DateFeb 2016
Total AUM$174.1M
Discretionary$0
Non-Disc.$174.1M
Employees5
Clients300
DateFeb 2016
Total AUM$174.1M
Discretionary$0
Non-Disc.$174.1M
Employees5
Clients300
DateFeb 2015
Total AUM$159.1M
Discretionary$0
Non-Disc.$159.1M
Employees2
Clients300
DateAug 2014
Total AUM$137.9M
Discretionary$0
Non-Disc.$137.9M
Employees2
Clients400
DateMar 2014
Total AUM$137.9M
Discretionary$0
Non-Disc.$137.9M
Employees2
Clients400
DateMar 2014
Total AUM$137.9M
Discretionary$0
Non-Disc.$137.9M
Employees2
Clients400
DateMar 2014
Total AUM$137.9M
Discretionary$0
Non-Disc.$137.9M
Employees2
Clients400
DateMar 2013
Total AUM$120.7M
Discretionary$0
Non-Disc.$120.7M
Employees4
Clients300
DateJun 2012
Total AUM$105.3M
Discretionary$0
Non-Disc.$105.3M
Employees1
Clients300
DateMar 2012
Total AUM$105.3M
Discretionary$0
Non-Disc.$105.3M
Employees1
Clients400
DateMay 2011
Total AUM$95.7M
Discretionary$0
Non-Disc.$95.7M
Employees5
Clients--
DateJan 2011
Total AUM$78.9M
Discretionary$0
Non-Disc.$78.9M
Employees5
Clients--
DateMar 2009
Total AUM$73.4M
Discretionary$0
Non-Disc.$73.4M
Employees5
Clients--
DateApr 2007
Total AUM$80.7M
Discretionary$0
Non-Disc.$80.7M
Employees5
Clients--
DateFeb 2007
Total AUM$80.7M
Discretionary$0
Non-Disc.$80.7M
Employees5
Clients--
DateFeb 2006
Total AUM$60.4M
Discretionary$0
Non-Disc.$60.4M
Employees5
Clients--
DateDec 2003
Total AUM$32.1M
Discretionary$0
Non-Disc.$32.1M
Employees5
Clients--