{"url":"https://nivawealth.com/firms/affinity-wealth-285169","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285169","regulatoryAum":217543050,"crd":"285169","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7002991","suffix":null,"lastName":"Clemens","firstName":"Brandon","middleName":"Michael"},{"crd":"4791932","suffix":null,"lastName":"LOWE","firstName":"SCOTT","middleName":"A"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-18","regulatoryAum":166970916,"clients":483,"employees":6,"offices":1},{"filedOn":"2026-08-11","regulatoryAum":217543050,"clients":317,"employees":5,"offices":1}],"secFileNumber":"801-131529","legalName":"Affinity Wealth LLC","displayName":"Affinity Wealth","slug":"affinity-wealth-285169","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4481 Munson St NW, Suite 302","city":"Canton","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44718"},"tradeNames":["The Affinity Group"],"registration":{"secApproved":"29 November 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":662354.1009771987,"staff":{"employees":5,"advisory":2,"brokerDealerReps":0,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":217543050,"discretionary":203342709,"discretionaryAccounts":1119,"nonDiscretionary":14200341,"nonDiscretionaryAccounts":10,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":217,"regulatoryAum":72951279},{"label":"High-net-worth individuals","clients":90,"regulatoryAum":130391430},{"label":"Pension and profit-sharing plans","clients":10,"regulatoryAum":14200341}],"feePrograms":[{"role":"main","program":"Investment Management","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.5,"from":0},{"to":2000000,"pct":1,"from":500000},{"to":5000000,"pct":0.85,"from":2000000},{"to":8000000,"pct":0.7,"from":5000000},{"to":null,"pct":0.6,"from":8000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054515","versionId":1054515,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-08-11","documentName":"FORM ADV PART 2A - 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AFFINITY WEALTH, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054515","versionId":1054515,"submittedOn":"2026-08-11"}]},"custodians":[{"name":"SEI Investments Distribution Co.","shortName":"SEI Investments Distribution","location":"Oaks, PA","smaAssets":180122906},{"name":"Capital Group, Inc.","shortName":"Capital Group","location":"Wilmington, DE","smaAssets":17197631},{"name":"Nationwide Investment Services Corporation","shortName":"Nationwide Investment Services","location":"Columbus, OH","smaAssets":1940783},{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Dallas, TX","smaAssets":3119321}],"custodyNote":"Affinity Wealth does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Automn Lowe","title":"Chief Compliance Officer & Chief Operations Officer","crd":"5605276"},{"name":"Scott Lowe","title":"Owner","crd":"4791932"}],"ownership":[{"label":"Scott Lowe","detail":"Owner in the 75% or more ownership band and a control person, since August 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"4481 Munson St NW, Suite 302","city":"Canton","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"330-526-8412","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"11 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/285169/PDF/285169.pdf","brochureDate":"11 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054515","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Affinity Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Affinity Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Affinity Wealth charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Affinity Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Affinity Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Affinity Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Affinity Wealth?","answer":"Affinity Wealth’s direct owner is Scott Lowe (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Affinity Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Affinity Wealth?","answer":"Affinity Wealth’s main office is at 4481 Munson St NW, Suite 302, Canton, OH 44718. Its phone number is 330-526-8412.","source":"Form ADV Part 1A, Item 1.F, filed 11 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/affinity-wealth-285169/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-26","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2111764/000211176426000007/0002111764-26-000007-index.html","totalValue":186195604,"positionCount":27,"top10Share":0.9956893772851909,"top10":[{"issuer":"Schwab U.S. Large-Cap Growth ETF","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":56152235,"shares":1659345,"shareType":"SH","priorValue":45278128,"priorShares":1554347},{"issuer":"JPMorgan US Value Factor ETF","titleOfClass":"US VALUE FACTR","cusip":"46641Q753","value":36773496,"shares":627106,"shareType":"SH","priorValue":29234844,"priorShares":598339},{"issuer":"Schwab Fundamental International Large Company Index","titleOfClass":"FUNDAMENTAL 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}