A complete list of active advisors currently associated with Affinity Capital Advisors LLC

Warmer can help you find a great advisor at Affinity Capital Advisors LLC or one who fits your needs even better.

Affinity Capital Advisors LLC serves individuals (including high‑net‑worth clients), trusts, estates, and business entities with a range of advisory services including comprehensive portfolio management, financial planning, standalone tax planning and preparation, retirement plan consulting, referrals to third‑party money managers, and bill‑payment services. The firm also uses the Pontera platform to manage held‑away retirement accounts (401(k)s, 403(b)s, etc.) and implements tax‑efficient asset location and opportunistic rebalancing for those accounts. Affinity delivers individualized, often discretionary, portfolio management with continuous monitoring and rebalancing, drawing on fundamental, technical, and charting analysis to construct diversified allocations across individual stocks, bonds, mutual funds, ETFs, options, and other public and private securities. The firm may engage third‑party managers for certain mandates, performs initial due diligence and periodic reviews of those managers, and communicates regularly with clients about account positioning. Noteworthy distinctions disclosed in the brochure include representatives who are licensed real estate brokers and principals in real estate investment entities, as well as non‑practicing attorneys and licensed insurance agents who offer services separate from the advisory relationship. The firm’s offering of bill‑payment services (which gives rise to limited custody responsibilities subject to an annual independent public accountant examination) and its explicit use of derivatives such as options in client strategies are features less common among comparable team‑based advisory firms.

To learn more about the advisors currently working at Affinity Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.