AFFINITY CAPITAL ADVISORS LLC
CRD #166226 SEC #801-81133 BERKELEY, CA 510-984-0261
SEC Registered
Total AUM
$636.1M
Discretionary
$508.4M
Employees
9
Clients
--
Accounts
4,338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $636.1M | $508.4M | $127.7M | 9 | 0 |
| Mar 2025 | $636.1M | $508.4M | $127.7M | 9 | 0 |
| Nov 2024 | $480.1M | $454.7M | $25.4M | 8 | 0 |
| Jul 2024 | $480.1M | $454.7M | $25.4M | 8 | 0 |
| Mar 2024 | $480.1M | $454.7M | $25.4M | 8 | 0 |
| Mar 2023 | $445.3M | $421.6M | $23.8M | 7 | 0 |
| May 2022 | $511.3M | $457.7M | $53.6M | 9 | 0 |
| Apr 2022 | $511.3M | $457.7M | $53.6M | 9 | 0 |
| Mar 2022 | $511.3M | $457.7M | $53.6M | 9 | 0 |
| Jul 2021 | $416.3M | $339.2M | $77.1M | 8 | 2 |
| Apr 2021 | $416.3M | $339.2M | $77.1M | 8 | 2 |
| Feb 2021 | $416.3M | $339.2M | $77.1M | 8 | 2 |
| Jul 2020 | $280.9M | $248.8M | $32.1M | 8 | 0 |
| Jun 2020 | $280.9M | $248.8M | $32.1M | 8 | 0 |
| Apr 2020 | $280.9M | $248.8M | $32.1M | 8 | 0 |
| Mar 2020 | $280.9M | $248.8M | $32.1M | 8 | 0 |
| Dec 2019 | $220.6M | $177.4M | $43.1M | 8 | 1 |
| Mar 2019 | $220.6M | $177.4M | $43.1M | 8 | 1 |
| Mar 2019 | $220.6M | $177.4M | $43.1M | 8 | 1 |
| Mar 2019 | $220.6M | $177.4M | $43.1M | 8 | 1 |
| Oct 2018 | $178M | $130.6M | $47.3M | 5 | 1 |
| Jul 2018 | $178M | $130.6M | $47.3M | 5 | 1 |
| Jul 2018 | $178M | $130.6M | $47.3M | 5 | 1 |
| Mar 2018 | $178M | $130.6M | $47.3M | 5 | 1 |
| Oct 2017 | $167M | $120.5M | $46.5M | 4 | 1 |
| Feb 2017 | $140.6M | $96.7M | $43.9M | 4 | 300 |
| Apr 2016 | $123.5M | $80.1M | $43.4M | 4 | 300 |
| Feb 2016 | $123.5M | $80.1M | $43.4M | 4 | 300 |
| Jan 2016 | $123.5M | $80.1M | $43.4M | 4 | 300 |
| Mar 2015 | $126M | $82M | $44M | 3 | 152 |
| Oct 2013 | $42M | $17M | $25M | 2 | 0 |
| Sep 2013 | $42M | $17M | $25M | 2 | 0 |
| Sep 2013 | $42M | $17M | $25M | 2 | 0 |
| Jun 2013 | $0 | $0 | $0 | 2 | 0 |
| May 2013 | $0 | $0 | $0 | 2 | 0 |
| May 2013 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$636.1M
Discretionary$508.4M
Non-Disc.$127.7M
Employees9
Clients0
DateMar 2025
Total AUM$636.1M
Discretionary$508.4M
Non-Disc.$127.7M
Employees9
Clients0
DateNov 2024
Total AUM$480.1M
Discretionary$454.7M
Non-Disc.$25.4M
Employees8
Clients0
DateJul 2024
Total AUM$480.1M
Discretionary$454.7M
Non-Disc.$25.4M
Employees8
Clients0
DateMar 2024
Total AUM$480.1M
Discretionary$454.7M
Non-Disc.$25.4M
Employees8
Clients0
DateMar 2023
Total AUM$445.3M
Discretionary$421.6M
Non-Disc.$23.8M
Employees7
Clients0
DateMay 2022
Total AUM$511.3M
Discretionary$457.7M
Non-Disc.$53.6M
Employees9
Clients0
DateApr 2022
Total AUM$511.3M
Discretionary$457.7M
Non-Disc.$53.6M
Employees9
Clients0
DateMar 2022
Total AUM$511.3M
Discretionary$457.7M
Non-Disc.$53.6M
Employees9
Clients0
DateJul 2021
Total AUM$416.3M
Discretionary$339.2M
Non-Disc.$77.1M
Employees8
Clients2
DateApr 2021
Total AUM$416.3M
Discretionary$339.2M
Non-Disc.$77.1M
Employees8
Clients2
DateFeb 2021
Total AUM$416.3M
Discretionary$339.2M
Non-Disc.$77.1M
Employees8
Clients2
DateJul 2020
Total AUM$280.9M
Discretionary$248.8M
Non-Disc.$32.1M
Employees8
Clients0
DateJun 2020
Total AUM$280.9M
Discretionary$248.8M
Non-Disc.$32.1M
Employees8
Clients0
DateApr 2020
Total AUM$280.9M
Discretionary$248.8M
Non-Disc.$32.1M
Employees8
Clients0
DateMar 2020
Total AUM$280.9M
Discretionary$248.8M
Non-Disc.$32.1M
Employees8
Clients0
DateDec 2019
Total AUM$220.6M
Discretionary$177.4M
Non-Disc.$43.1M
Employees8
Clients1
DateMar 2019
Total AUM$220.6M
Discretionary$177.4M
Non-Disc.$43.1M
Employees8
Clients1
DateMar 2019
Total AUM$220.6M
Discretionary$177.4M
Non-Disc.$43.1M
Employees8
Clients1
DateMar 2019
Total AUM$220.6M
Discretionary$177.4M
Non-Disc.$43.1M
Employees8
Clients1
DateOct 2018
Total AUM$178M
Discretionary$130.6M
Non-Disc.$47.3M
Employees5
Clients1
DateJul 2018
Total AUM$178M
Discretionary$130.6M
Non-Disc.$47.3M
Employees5
Clients1
DateJul 2018
Total AUM$178M
Discretionary$130.6M
Non-Disc.$47.3M
Employees5
Clients1
DateMar 2018
Total AUM$178M
Discretionary$130.6M
Non-Disc.$47.3M
Employees5
Clients1
DateOct 2017
Total AUM$167M
Discretionary$120.5M
Non-Disc.$46.5M
Employees4
Clients1
DateFeb 2017
Total AUM$140.6M
Discretionary$96.7M
Non-Disc.$43.9M
Employees4
Clients300
DateApr 2016
Total AUM$123.5M
Discretionary$80.1M
Non-Disc.$43.4M
Employees4
Clients300
DateFeb 2016
Total AUM$123.5M
Discretionary$80.1M
Non-Disc.$43.4M
Employees4
Clients300
DateJan 2016
Total AUM$123.5M
Discretionary$80.1M
Non-Disc.$43.4M
Employees4
Clients300
DateMar 2015
Total AUM$126M
Discretionary$82M
Non-Disc.$44M
Employees3
Clients152
DateOct 2013
Total AUM$42M
Discretionary$17M
Non-Disc.$25M
Employees2
Clients0
DateSep 2013
Total AUM$42M
Discretionary$17M
Non-Disc.$25M
Employees2
Clients0
DateSep 2013
Total AUM$42M
Discretionary$17M
Non-Disc.$25M
Employees2
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0