Affinity Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$840,184,066
Clients
531
Advisors
5
of 11 employees
About
Affinity Capital Advisors, LLC serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, managing roughly 531 client relationships and about $851 million in assets. The firm offers comprehensive portfolio management with accompanying financial planning or consulting, retirement plan consulting, standalone tax planning and preparation, bill‑payment services, and referrals to third‑party money managers.
The firm provides individualized investment advice and constructs portfolios using a combination of fundamental, technical and charting analysis, employing stocks, bonds, ETFs, mutual funds, options and, where appropriate, alternative or illiquid investments; accounts are monitored and rebalanced to align with client objectives and constraints. Affinity uses the Pontera platform to manage held‑away retirement accounts and discloses the use of options as part of its strategies, while also noting alternative investments may be included in client accounts.
Several features in the brochure are uncommon among peers: representatives are licensed real estate brokers and owners of real estate investment companies, and some are non‑practicing attorneys, and the firm has offered clients opportunities to invest directly in private real estate and private funds. The brochure also discloses that advisory fees may be assessed on the fair‑market value of alternative investments and highlights custodial considerations such as margin interest, indicating a broader service and strategy set than many similarly sized team firms.
Client services
Expertise
Fee options
Retirement Plan Consulting flat fees ranging from $750 to $30,000
$0+: Up to 1.75% annually for Comprehensive Portfolio Management $0+: Up to 1.25% annually for Retirement Plan assets under management
Up to $500/hour for Tax Planning & Preparation and Retirement Plan Consulting services
Fee-only: Tax Planning & Preparation charged hourly up to $500/hour; Retirement Plan Consulting may be charged hourly up to $500/hour or flat fees ranging from $750 to $30,000
Main office
825 Page Street
Berkeley CA 94710
Advisors at this office
5
Most active in
California · Colorado · Louisiana · Massachusetts · Nebraska · Nevada · New York · Oregon · Texas · Washington
Also doing business as
Affinity Capital Advisors LLC · Insight Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Advisors at this firm
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