AFFINITY INVESTMENT GROUP, LLC
SEC RegisteredYour future starts here
About the firm
Affinity Investment Group, LLC is an investment advisory firm dedicated to providing investment management and strategic wealth planning. The firm brings a holistic approach to financial and estate planning, helping clients understand how to prudently manage wealth, distribute it over a lifetime, and provide a legacy. Their primary focus is to provide objective opinions designed to achieve long-term investment results.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services include investing and portfolio design, estate planning and asset protection, tax planning, retirement and distribution planning, retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans designed specifically for employee groups, life insurance, long-term care, disability and critical illness, and health insurance and group health benefits.
Who they serve
Families and individual clients seeking financial and estate planning, investment management, and wealth planning tailored to their individual situations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 222 | $74M |
| High Net Worth Individuals | 239 | $484M |
| Charitable Organizations | 10 | $12M |
14 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 31, 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 INVESTMENT GROUP, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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