RIA Intel›Advisers›Texas›AFFINIUS CAPITAL ADVISORS LLC

AFFINIUS CAPITAL ADVISORS LLC

Advisory

N·SAN ANTONIO, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$31.1B
1-Year AUM Growth
+5.0%
3-Year CAGR
+14.3%
Employees
273
Assets Under Management
Total AUM$31.1B
Discretionary AUM$21.2B
Non-Discretionary AUM$9.9B
Discretionary %68.3%
Total Clients27
Team
Total Employees273
Investment Advisers298
Employee Growth (1Y)-2.7%
Filing History
Total Filings on Record12
First FilingSep 22, 2021
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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