THE AFFINITY GROUP, LLC

Overview

The Affinity Group, LLC is an independent registered investment adviser that began SEC registration in 2016 and is owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. It also operates as an insurance broker alongside its advisory services. Fee arrangements include percentage‑of‑AUM, fixed fees and other fee types. Investment activity centers on pooled public funds—primarily mutual funds—while the firm also acts as a capital allocator, placing client capital with external alternative managers when appropriate. The Affinity Group does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices