Affinity Investment Advisors, LLC

RIASEC RegisteredEst. 1992

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$16.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 108278
Registered since: July 28, 1992
Website: www.affinityinvestment.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other Investment Advisers84.43%
Investment Companies4.42%
Pension & Profit Sharing Plans3.04%
State / Municipal Government2.74%
Charitable Organizations2.01%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Affinity Investment Advisors, LLC is an SEC-registered institutional RIA organized as an LLC and in operation since 1992. The firm serves both high-net-worth individuals and families as well as institutional clients, offering portfolio management for individuals/small businesses, investment companies, and other business or institutional entities. Its advisory services include selecting other advisers, which indicates a willingness to outsource or incorporate third-party managers within client portfolios. Compensation comes through asset-based fees and fixed-fee arrangements. The firm identifies as a capital allocator and shows a clear tilt toward equity strategies rather than ESG-driven mandates. It is not listed as a multi-state adviser and does not position itself as a pension consultant or related adviser.