Affinity Capital Advisors provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, estate planning, financial planning, insurance, tax planning, and tax preparation.
Affinity Capital Advisors reports 547 clients. They include 325 individual clients, 206 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 74.3% ($633M across 1,294 accounts) are managed with discretion; $219M across 472 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 15% |
| High-net-worth individuals | 38% | 84% |
| Pension and profit-sharing plans | 2% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 325 | $128M | 15.0% | $393K |
| High-net-worth individuals | 206 | $712M | 83.7% | $3.46M |
| Pension and profit-sharing plans | 11 | $4.09M | 0.5% | $372K |
| Charitable organizations | Fewer than 5 | $3.05M | 0.4% | $3.05M |
| Corporations and other businesses | 4 | $4.01M | 0.5% | $1M |
| Total | 547 | $851M | 100% | — |
- Clients
- 325
- Regulatory AUM
- $128M
- AUM share
- 15.0%
- Avg. per client
- $393K
- Clients
- 206
- Regulatory AUM
- $712M
- AUM share
- 83.7%
- Avg. per client
- $3.46M
- Clients
- 11
- Regulatory AUM
- $4.09M
- AUM share
- 0.5%
- Avg. per client
- $372K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.05M
- AUM share
- 0.4%
- Avg. per client
- $3.05M
- Clients
- 4
- Regulatory AUM
- $4.01M
- AUM share
- 0.5%
- Avg. per client
- $1M
Total
- Clients
- 547
- Regulatory AUM
- $851M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Affinity Capital Advisors charges up to 1.75% a year for its Comprehensive Portfolio Management. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Tax planning and preparation
- Tax planning and preparation is billed at an hourly rate not to exceed $500; the estimate depends on the scope and complexity of the return.
The SMK Trust owns 25% to 50% of Affinity Capital Advisors and is in turn owned by Sean Kenmore (25–50%). The leadership team of Affinity Capital Advisors includes Chief Compliance Officer Jonathan Manzo-Cardenas. It has 11 employees, 5 of them in advisory roles.
Leadership
- Jonathan Manzo-CardenasChief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 25% to 50% of Affinity Capital Advisors LLC
The SMK Trust
Control person · since January 2021
- Owns 25% to 50% of The SMK Trust
Sean Kenmore
Control person · since January 2021
- Owns 25% to 50% of Affinity Capital Advisors LLC
The Aschenberger Manzo Family
Control person · since March 2022
- Owns 25% to 50% of Affinity Capital Advisors LLC
The Aschenberger Manzo Family Trust
Control person · since March 2022
- Owns 25% to 50% of The Aschenberger Manzo Family Trust
Jonathan Manzo-Cardenas
Control person · since March 2022
- Owns 25% to 50% of Affinity Capital Advisors LLC
Perula Inc
Control person · since January 2025
- Owns 25% to 50% of Perula Inc
The Aschenberger Manzo Family Trust 2020
Control person · since March 2022
- Owns 25% to 50% of Affinity Capital Advisors LLC
Ocean Springs, Inc
Control person · since January 2025
- Owns 10% to 25% of Affinity Capital Advisors LLC
Honor and Grace, Inc
Control person · since January 2025
Robert Bradford
Partner · since January 2025
Affinity Capital Advisors’ regulatory assets grew 2.0× from $416M (July 2021) to $851M (July 2026); clients rose from 427 to 547 and employees from 8 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $851M | 547 | 11 | 1 |
| April 2025 | $636M | 503 | 9 | 1 |
| July 2024 | $480M | 457 | 8 | 1 |
| March 2023 | $445M | 473 | 7 | 1 |
| May 2022 | $511M | 461 | 9 | 1 |
| July 2021 | $416M | 427 | 8 | 1 |
Besides its headquarters, Affinity Capital Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 825 Page Street, BerkeleyHQ
Contact and registration details
- Legal name
- Affinity Capital Advisors LLC
- Headquarters
- 825 Page Street, Berkeley, CA 94710
- Website
- affinitycapital.com
- Phone
- 510-984-0261
- SEC file
- 801-81133
- Founded
- 2013
- Structure
- California LLC
- Fiscal year end
- December
Affinity Capital Advisors uses Charles Schwab ($851M) as custodian for its separately managed accounts. Affinity Capital Advisors has custody of $316M in client assets for 408 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $851M100%
At year end, Affinity Capital Advisors’ separately managed accounts were mostly in funds (69%) and stocks (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $810M across 203 positions; the largest are iShares TR (10.1%), Vanguard Index Fds (9.0%) and Vanguard Index Fds (8.3%).
What the accounts hold
- Stocks23%
- Funds69%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash6%
Reported 13F holdings
- $810M
- Reported 13F value
- 203
- Positions
- 60.0%
- In the 10 largest
- +13.5%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF10.1%
- Vanguard Index Fds · Growth ETF9.0%
- Vanguard Index Fds · Value ETF8.3%
- iShares TR · Core Univrsl Usd8.2%
- Apple Inc.7.5%
- iShares TR · Eafe Value ETF4.3%
- iShares Inc. · Core MSCI Emkt4.2%
- iShares TR · Esg Awr MSCI USA3.0%
- iShares TR · Eafe Grwth ETF2.7%
- Select Sector SPDR TR · ST Str Techn ETF2.7%
Together, the ten largest are 60.0% of reported value.
How many clients does Affinity Capital Advisors have?
Affinity Capital Advisors has 547 clients and manages $851 million for them, as of July 2026. They include 325 individual clients, 206 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Affinity Capital Advisors offer?
Affinity Capital Advisors provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, estate planning, financial planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Affinity Capital Advisors charge?
Affinity Capital Advisors charges up to 1.75% a year for its Comprehensive Portfolio Management. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Affinity Capital Advisors use?
Affinity Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $851M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Affinity Capital Advisors have?
Affinity Capital Advisors has 5 investment adviser representatives registered with state securities authorities, out of 11 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Affinity Capital Advisors invest in?
At the end of its last fiscal year, Affinity Capital Advisors’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 6% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Affinity Capital Advisors?
Affinity Capital Advisors is owned through trusts and holding companies by Sean Kenmore, Jonathan Manzo-Cardenas and the Aschenberger Manzo Family Trust 2020. Its direct owners are the SMK Trust, the Aschenberger Manzo Family, the Aschenberger Manzo Family Trust, Honor and Grace, Inc, Perula Inc, and Ocean Springs, Inc, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Affinity Capital Advisors get paid?
Affinity Capital Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Affinity Capital Advisors?
Affinity Capital Advisors’ main office is at 825 Page Street, Berkeley, CA 94710. Its phone number is 510-984-0261. Its website is affinitycapital.com.