AFFINIUS CAPITAL ADVISORS LLC

AFFINIUS CAPITAL
SAN ANTONIO, Texas·13 registered advisors·CRD# 316030
SEC# 801-12254012800-531-8182
01

Firm Overview

AUM
$18.5B
Regulatory assets under management
Employees
304
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
03

Specialties

Retirement PlanningWealth Management
04

Advisors at AFFINIUS CAPITAL ADVISORS LLC

13 registered advisors
Bahram Nmn Motamedian
SAN ANTONIO, Texas
Bruce Craig Peterson
SAN ANTONIO, Texas
Fritz Heath Wolff
SAN ANTONIO, Texas
James Alan Davidson
SAN ANTONIO, Texas
John Glen Post
SAN ANTONIO, Texas
Julia Loewy Davidson
SAN ANTONIO, Texas
Katherine Elizabeth Wolff
SAN ANTONIO, Texas
Leonard Jeffrey O'donnell
SAN ANTONIO, Texas
Michael Alan Boyd
SAN ANTONIO, Texas
Patrick Allen Irwin
SAN ANTONIO, Texas
Peter Mark Mclaughlin
SAN ANTONIO, Texas
Rachel Ann Donnelly
SAN ANTONIO, Texas
Tana Marie Gardner
SAN ANTONIO, Texas
05

Office Locations

SAN ANTONIO, Texas
13 advisors

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Data sourced from SEC Form ADV filings. AFFINIUS CAPITAL ADVISORS LLC (CRD# 316030) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.