Updated:
Affinity Investment Advisors, LLC
Affinity Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 108278, SEC file 801-42015), with...
Overview
Affinity Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 108278, SEC file 801-42015), with its main office in Newport Beach, California. Its Form ADV filed on 29 September 2026 reports $1.2B in regulatory assets under management across 69 accounts.
General information
Firm type
SEC-Registered Investment Adviser
AUM
$1.2B regulatory AUM (Form ADV, September 2026)
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: