Wealth Manager
    SEC Registered
    Manages Private Funds

    Affinity Investment Group, LLC

    Registered investment advisor · Exeter, New Hampshire · CRD #117191

    Assets Under Management
    $595M
    Client Accounts
    1,624
    Employees
    9
    CRD Number
    117191
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Affinity Investment Group, LLC

    Affinity Investment Group, LLC is a fee-based investment advisory firm founded in 1998, operating in Exeter, NH since 2002, and dedicated to personalized financial planning and wealth management. The firm has a small team and focuses on understanding clients' goals to develop tailored financial plans.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Affinity Investment Group, LLC

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    Frequently Asked Questions

    What is Affinity Investment Group, LLC's AUM?

    Affinity Investment Group, LLC reports approximately $595M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Affinity Investment Group, LLC headquartered?

    Affinity Investment Group, LLC is headquartered in Exeter, New Hampshire.

    What is Affinity Investment Group, LLC's CRD number?

    Affinity Investment Group, LLC's CRD number is 117191. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Affinity Investment Group, LLC manage?

    Affinity Investment Group, LLC manages approximately 1,624 client accounts according to its latest SEC filing.

    Is Affinity Investment Group, LLC SEC registered?

    Yes, Affinity Investment Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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