Affinity Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Affinity Wealth reports 317 clients. They include 217 individual clients, 90 high-net-worth individuals, and 10 pension and profit-sharing plans. Of its assets, 93.5% ($203M across 1,119 accounts) are managed with discretion; $14.2M across 10 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 34% |
| High-net-worth individuals | 28% | 60% |
| Pension and profit-sharing plans | 3% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 217 | $73M | 33.5% | $336K |
| High-net-worth individuals | 90 | $130M | 59.9% | $1.45M |
| Pension and profit-sharing plans | 10 | $14.2M | 6.5% | $1.42M |
| Total | 317 | $218M | 100% | $686K |
- Clients
- 217
- Regulatory AUM
- $73M
- AUM share
- 33.5%
- Avg. per client
- $336K
- Clients
- 90
- Regulatory AUM
- $130M
- AUM share
- 59.9%
- Avg. per client
- $1.45M
- Clients
- 10
- Regulatory AUM
- $14.2M
- AUM share
- 6.5%
- Avg. per client
- $1.42M
Total
- Clients
- 317
- Regulatory AUM
- $218M
- AUM share
- 100%
- Avg. per client
- $686K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Affinity Wealth charges 0.60%–1.50% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in arrears. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$2M | 1.00% |
| $2M–$5M | 0.85% |
| $5M–$8M | 0.70% |
| $8M and above | 0.60% |
Fee details and sources
Other fees
- Pension Consulting
- Pension consulting fees are negotiable at 0.50% to 1.75% of plan assets, with a minimum annual fee of $1,800.
- Total Wealth Management Retainer
- Total Wealth Management is billed a monthly retainer starting at $300 per month, based on complexity, services selected and any advisory assets.
Scott Lowe owns 75% or more of Affinity Wealth. The leadership team of Affinity Wealth includes Chief Compliance Officer Automn Lowe. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- 5 insurance agents
- Owns 75% or more of Affinity Wealth LLC
Scott Lowe
Control person · since August 2016
Affinity Wealth’s regulatory assets grew from $167M (March 2025) to $218M (August 2026); clients fell from 483 to 317 and employees from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $218M | 317 | 5 | 1 |
| Mar 2025March 2025 | $167M | 483 | 6 | 1 |
Besides its headquarters, Affinity Wealth has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 4481 Munson St NW, Suite 302, CantonHQ
Other business names
Affinity Wealth has reported 1 other business name to the SEC.
- The Affinity Group
Contact and registration details
- Legal name
- Affinity Wealth LLC
- Headquarters
- 4481 Munson St NW, Suite 302, Canton, OH 44718
- Website
- Not reported
- Phone
- 330-526-8412
- SEC file
- 801-131529
- Structure
- Ohio LLC
- Fiscal year end
- December
Affinity Wealth’s named custodians for separately managed accounts include SEI Investments Distribution ($180M, 89%), Capital Group ($17.2M, 8%) and Altruist ($3.12M, 2%). Affinity Wealth does not have custody of client assets.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $180M89%
- Capital GroupCapital Group, Inc. · Wilmington, DE · $17.2M8%
- Nationwide Investment ServicesNationwide Investment Services Corporation · Columbus, OH · $1.94M1%
- AltruistAltruist Financial LLC · Dallas, TX · $3.12M2%
At year end, Affinity Wealth’s separately managed accounts were mostly in funds (100%). Its reported 13F holdings for the quarter ended 30 June 2026 total $186M across 27 positions; the largest are Schwab U.S. Large-cap Growth ETF (30.2%), JPMORGAN US Value Factor ETF (19.7%) and Schwab Fundamental International Large Company Index (12.3%).
What the accounts hold
- Funds100%
How many clients does Affinity Wealth have?
Affinity Wealth has 317 clients and manages $218 million for them, as of August 2026. They include 217 individual clients, 90 high-net-worth individuals, and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Affinity Wealth offer?
Affinity Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Affinity Wealth charge?
Affinity Wealth charges 0.60%–1.50% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in arrears.
Source: FORM ADV PART 2A - AFFINITY WEALTH, LLC, filed 11 August 2026
Which custodians does Affinity Wealth use?
Affinity Wealth’s separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $180M, Capital Group, Inc. (Wilmington, DE), with $17.2M, Altruist Financial LLC (Dallas, TX), with $3.12M and Nationwide Investment Services Corporation (Columbus, OH), with $1.94M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026
How many financial advisors does Affinity Wealth have?
Affinity Wealth has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Affinity Wealth invest in?
At the end of its last fiscal year, Affinity Wealth’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Affinity Wealth?
Affinity Wealth’s direct owner is Scott Lowe (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Affinity Wealth get paid?
Affinity Wealth is paid through a percentage of assets under management 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 Wealth?
Affinity Wealth’s main office is at 4481 Munson St NW, Suite 302, Canton, OH 44718. Its phone number is 330-526-8412.