Affinity Capital Advisors LLC
● SEC registered since 2015CRD 166226SEC# 801-81133Berkeley, CA
Reg. AUM
$851.3M
Employees
11
Accounts
1,766
Location
Berkeley, CA
Affinity Capital Advisors LLC assets under management
Affinity Capital Advisors LLC operates as an SEC-registered investment adviser based in Berkeley, CA. The firm has been registered since 2015. It reports $851.3 million in regulatory assets under management and employs 11 people.
Affinity Capital Advisors LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Honor and Grace, Inc Control | Holding Company | 10-25% | 2025 |
| Jonathan Manzo-Cardenas Control | Chief Compliance Officer | Under 5% | 2018 |
| Ocean Springs, Inc Control | Holding Company | 25-50% | 2025 |
| Perula Inc Control | Holding Company | 25-50% | 2025 |
| The Aschenberger Manzo Family Trust Control | Holding Company | 25-50% | 2022 |
| The Smk Trust Control | Holding Company | 25-50% | 2021 |
| Jonathan Manzo-Cardenas Control | Chief Compliance Officer | 25-50% | 2022 |
| Robert Jon Stamps Bradford | Partner | — | 2025 |
| Sean Marcus Kenmore Control | Managing Member | 25-50% | 2021 |
| The Aschenberger Manzo Family Trust 2020 Control | Holding Company | 25-50% | 2022 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Affinity Capital Advisors LLC manage?
Affinity Capital Advisors LLC reports $851.3 million in regulatory assets under management on its Form ADV.
How many employees does Affinity Capital Advisors LLC have?
Affinity Capital Advisors LLC reports 11 employees.
Where is Affinity Capital Advisors LLC located?
Affinity Capital Advisors LLC is based in Berkeley, CA and has been SEC-registered since 2015.
Does Affinity Capital Advisors LLC disclose fund performance?
Affinity Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 825 Page Street, Berkeley, CA 94710 |
| Phone | 510-984-0261 |
| Fax | 510-217-3700 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$851.3M▲ 34%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,306 advisers
EmployeesTop 38%
More than 62% of 16,824 advisers
Assets under management
$851.3Mregulatory AUM
Discretionary $632.6MNon-discretionary $218.8M