CRD: 166226
Affinity Capital Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-24-2013
- Office Locations
- 1
Office Locations
About Affinity Capital Advisors LLC
Affinity Capital Advisors is a Berkeley, CA RIA serving individuals and families as well as small businesses, nonprofits, and foundations. The firm provides financial planning and portfolio management, emphasizing asset allocation with public funds and ETFs, alongside tax-aware planning (retirement, estate, and business succession). Client assets are custodied at Charles Schwab and managed on the Orion platform.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JONATHAN MANZO-CARDENAS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5742461
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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John Tanner Blatter
--
- CRD
- #8161534
ROBERT JON STAMPS BRADFORD
--
- CRD
- #5955505
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $632,585,751 | $488,861 |
| Non-Discretionary | $218,750,846 | $463,455 |
| Total | $851,336,597 | $482,071 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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