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Affinity Capital Advisors LLC

Updated today

Client AUM

$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

Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Real estate investing

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Fee options

Fixed

Retirement Plan Consulting flat fees ranging from $750 to $30,000

Percentage

$0+: Up to 1.75% annually for Comprehensive Portfolio Management $0+: Up to 1.25% annually for Retirement Plan assets under management

Project-based

Up to $500/hour for Tax Planning & Preparation and Retirement Plan Consulting services

Other

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

Advisors at this firm

user avatar

Robert B

Series 66

Berkeley, CA

Affinity Capital Advisors LLC

Robert Bradford is a financial advisor at Affinity Capital Advisors LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Private Ocean and Morgan Stanley Private Bank. Bradford has been with Affinity Capital Advisors since 2018. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing over $850 million in assets across more than 500 client relationships. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, and charting analysis with a variety of investment vehicles, including alternatives and options.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Sean K

CFP®, Series 66

Berkeley, CA

Affinity Capital Advisors LLC

Sean Kenmore is a CFP® with 17 years of industry experience and has been with Affinity Capital Advisors LLC since 2013. He holds the Series 66 designation and works out of Berkeley, CA. Outside of his advisory role, Kenmore is involved in real estate as a licensed broker and managing partner in multiple real estate and development ventures. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm combines fundamental, technical, and charting analysis to construct and monitor diversified portfolios, utilizing a variety of investment vehicles including options and alternative assets, and provides comprehensive financial planning, consulting, and specialized tax and retirement services.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Jonathan M

Series 66

Berkeley, CA

Affinity Capital Advisors LLC

Jonathan Manzo Cardenas is a financial advisor with Affinity Capital Advisors LLC in Berkeley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Affinity since 2018 and previously worked at Pacific Private Wealth Management, LLC from 2012 to 2018. Outside of advisory work, he is involved in managing real estate investment companies. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive portfolio management and financial planning. The firm combines fundamental, technical, and charting analysis to construct portfolios and offers a broader range of services including alternatives investing and direct real estate investment opportunities.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

John B

Series 65

Berkeley, CA

Affinity Capital Advisors LLC

John Blatter is a financial advisor at Affinity Capital Advisors LLC with a Series 65 credential. He joined Affinity Capital Advisors in 2025 and has a varied background, including experience in solar energy and media. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing over 500 client relationships and approximately $851 million in assets. The firm offers comprehensive portfolio management and financial planning, employing a range of investment strategies that include stocks, bonds, options, and alternative investments.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Richard G

Series 65

Berkeley, CA

Affinity Capital Advisors LLC

Richard Greywitt is a financial advisor at Affinity Capital Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cutler Group LP and Greywitt Capital Management prior to joining Affinity in 2023. Outside of finance, he occasionally assists with operations at Metta Yoga Studio, a business owned by his spouse. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm provides comprehensive portfolio management, financial planning, retirement plan consulting, and utilizes a combination of fundamental, technical, and charting analysis in building portfolios, incorporating a range of investment vehicles including stocks, bonds, ETFs, options, and alternative investments.

Private / alternative investments Options & derivatives strategies Real estate investing
View complete list of advisors at this firm
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