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Affinius Capital Advisors

SEC-registered adviser since 2021San Antonio, TXCRD 316030

$30.4B
AUM
111
Clients
See fees
Fee
273
Advisory staff

From Form ADV filed 24 August 2026 · data retrieved 15 October 2026SEC record

Affinius Capital Advisors is an investment adviser headquartered in San Antonio, Texas, and registered with the SEC since 2021. Its clients include pooled investment vehicles, insurance companies and other clients.

Its services include portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. Affinius Capital LLC owns 75% or more of Affinius Capital Advisors.

Clients

Affinius Capital Advisors serves 111 clients, 100 of them pooled investment vehicles. The average client has about $274 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles100 clients86%
  • Insurance companies6 clients10%
  • Other5 clients3%
  • Banking or thrift institutions1%
Show client breakdown
Banking or thrift institutions
Clients
Not reported
Regulatory AUM
$185,973,000
Share
0.6%
Avg. per client
—
Pooled investment vehicles
Clients
100
Regulatory AUM
$26,288,584,015
Share
86.4%
Avg. per client
$262.9M
Insurance companies
Clients
6
Regulatory AUM
$3,082,297,788
Share
10.1%
Avg. per client
$513.7M
Other
Clients
5
Regulatory AUM
$879,137,191
Share
2.9%
Avg. per client
$175.8M

Total

Clients
111
Regulatory AUM
$30,435,991,994
Share
100%
Avg. per client
$274.2M

What it does

Affinius Capital Advisors provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, performance-based fees and other arrangements.

Affinius Capital Advisors advises 94 private funds.

67.6% of assets ($20.57B across 78 accounts) are managed with discretion; $9.87B across 43 accounts are not. 0% of clients are outside the U.S., and 20 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Other100%
    • Commercial real estate loans and real estate investments100%

Custodians

Affinius Capital Advisors has custody of $4.26B for 6 clients.

Managed account assets by custodian
  • All other custodians$30.44B100%

Ownership and leadership

Affinius Capital LLC owns 75% or more of Affinius Capital Advisors.

Who owns the firm
Affinius Capital Advisors LLC· the adviser

  • Affinius Capital LLC

    Control person · since April 2020

    Owns 75% or more of Affinius Capital Advisors LLC

Leadership

  • Tana Gardner
    Chief Financial Officer
  • Peter McLaughlin
    Co-Chief Operating Officer, Executive Managing Director of Asset Management, Property Operations and Treasury
  • Rachel Donnelly
    Chief Compliance Officer, Associate General Counsel
  • Michael Boyd
    Chief Legal Officer, General Counsel, and Executive Managing Director
  • Bahram Motamedian
    Chief Strategy Officer, Executive Managing Director of Portfolio Management
  • Leonard O'Donnell
    CEO and Board Member Affinius Capital LLC

Staff

  • 298 employees
  • 273 in advisory functions

Fees

Affinius Capital Advisors is paid through a percentage of assets under management, performance-based fees and other.

Affinius Capital Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Affinius Capital Advisors has 8 offices, with 6 listed addresses across 5 states.

Listed office addresses by state

Texas · 2 listed addresses

  • 9830 Colonnade BLVD., Suite 600, San AntonioHQ
  • 2300 N. Field Street, Dallas

Registration details

Legal name
Affinius Capital Advisors LLC
Headquarters
9830 Colonnade BLVD., Suite 600, San Antonio, TX 78230
Phone
800-531-8182
Website
affiniuscapital.com
SEC file
801-122540
Structure
Texas LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Affinius Capital Advisors have?

Affinius Capital Advisors has 111 clients and manages $30.4 billion for them, as of August 2026. They include 100 pooled investment vehicles, 6 insurance companies and 5 other clients.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 August 2026

What services does Affinius Capital Advisors offer?

Affinius Capital Advisors provides portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Affinius Capital Advisors have?

Affinius Capital Advisors has 0 investment adviser representatives registered with state securities authorities, out of 298 employees, and 273 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Affinius Capital Advisors invest in?

At the end of its last fiscal year, Affinius Capital Advisors’ separately managed accounts held 100% commercial real estate loans and real estate investments. It advises 94 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Affinius Capital Advisors?

Affinius Capital Advisors is owned through a chain of holding companies by Fritz and Katherine Wolff, Davidson 2004 Children'S Trust, and Leonard O'Donnell. Its direct owner is Affinius Capital LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 24 August 2026

How does Affinius Capital Advisors get paid?

Affinius Capital Advisors is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 24 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 316030.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Affinius Capital Advisors LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.