AFFINITY CAPITAL ADVISORS LLC
SEC RegisteredBuilt for Complexity. Designed for Real Life.
About the firm
Affinity Capital (ACA) is an independent Registered Investment Advisory Firm that assists individual investors, families, small businesses, non-profits, and foundations with a broad spectrum of financial planning and investment advisory services. The firm believes in distilling complexity into efficient, actionable plans and holds itself to the fiduciary standards of a Registered Investment Advisor and the CFP® board. ACA offers clients more than 100 years of collective investment advisory experience and uses Charles Schwab as its custodian.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
ACA offers wealth management, comprehensive financial planning, tax planning (including tax return preparation), retirement planning, estate planning, and college savings planning. The firm integrates planning, investments, taxes, and real-world considerations into cohesive strategies.
Who they serve
Individual investors, families, small businesses, non-profits, and foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 325 | $128M |
| High Net Worth Individuals | 206 | $712M |
| Charitable Organizations | 11 | $4.1M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AFFINITY CAPITAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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