Affinius Capital LLC
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Overview
Affinius Capital LLC operates as an advisory company based in San Antonio, Texas. It handles $19.9 billion in assets throughout 37 accounts, making it one of the biggest firms in the United States by assets under management (AUM). It has a large group, including 293 financial advisors. Affinius Capital LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets like options, equities and bonds.
Affinius Capital LLC administers the majority of the firm's accounts on a discretionary basis. Discretionary management is a structure in which transaction decisions for the client's account are made by an investment advisor without requiring client approval. The firm also has 18 non-discretionary accounts totaling $7.6 billion in AUM. The investment advisory firm's average account size is $537.5 million. The typical advisor at Affinius Capital LLC administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The company's central office is located at 9830 Colonnade Blvd., San Antonio, Texas 78230. The firm is registered to serve clients across 7 states, including California, Georgia, Illinois, Maryland, New York, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Affinius Capital LLC by the Numbers
$19.9 billion
307
37
$537.5 million
Fee Structure
Fees charged by financial advisors largely vary depending on which services are offered. Fee types billed by Affinius Capital LLC can be comprised of any combination of the following fee types: asset-based, performance-based or other. The company does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company works with pooled investment vehicles. Out of its 37 accounts, Affinius Capital LLC's biggest client type is pooled investment vehicles. None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Affinius Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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