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, 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.

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.

Name	Location	Years of experience
John Blatter	Berkeley, CA	0
Robert Bradford	Berkeley, CA	15
Richard Greywitt	Berkeley, CA	10
Sean Kenmore	Berkeley, CA	17
Jonathan Manzo Cardenas	Berkeley, CA	15

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support