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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Affinity Capital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Affinity Capital Advisors charge?","answer":"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.","source":"ADV PART 2A - FIRM BROCHURE, filed 23 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Affinity Capital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Affinity Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Affinity Capital Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Affinity Capital Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Affinity Capital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Affinity Capital Advisors?","answer":"Affinity Capital Advisors’ main office is at 825 Page Street, Berkeley, CA 94710. Its phone number is 510-984-0261. 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