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Affinity Capital, L.p.

Affinity Capital, L.p.. CRD 109118

Affinity Capital, L.p. logo

CRD: 109118

Affinity Capital, L.p.

Houston, TX, 77098
7132386730
$90.8M Total AUM
$90.8M Disc. AUM
-- 3Y CAGR
3 Employees
176 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
PioneerZenith
Established Date
11-22-1995
Office Locations
1

Office Locations

2925 Richmond Ave. Suite 1200 Houston TX

About Affinity Capital, L.p.

Affinity Capital is a fee-only fiduciary wealth management firm based in Houston and San Antonio, serving individuals and families across Texas and nationwide. The boutique team provides integrated wealth, portfolio management, and retirement planning, including coordination with CPAs and attorneys around multi-generational goals, charitable giving, and concentrated holdings, with client portal access and published insights/whitepapers.

Team overview

-- AVG AGE
$90.8M AVG AUM / ADVISOR
$516.1K AVG AUM / CLIENT
18.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Value Zenith Catalyst

Client Personas

Vital delta Signal ridge Horizon

Custodian

Frontier Timber Ember Pioneer radial Unison vertex

Investment Themes

Atlas delta Horizon alpha

Investment Vehicles

Pioneer foundation Radial

Platform

Value

Services

Pioneer prime Wave Zenith Alpha vector Eagle momentum Frontier eagle Ridge Vertex

Technology

Summit vital Vital vertex

Owner & Executives

ANN IRIS MILLER

ANN IRIS MILLER

President

CRD
#1146643
Ownership
75% or more
(319) 500-1906
atlas.element@peakcapital.com
in linkedin.com/in/oak-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2011
03-30-2012
Category Assets AVG. Account size
Discretionary $90,838,321 $430,646
Non-Discretionary $0 $368,828
Total $90,838,321 $410,461

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Separately Managed Accounts

Total SMA Asset: $90,838,321

$90.8M Total SMA
Public Funds:
23.4%
Equity - Exchange:
24.8%
Cash:
15.7%
Municipal Bonds:
10.0%
U.S. Government/Agency:
26.1%
Asset class Assets Assets %
Public Funds $1,088,475,789 23.4%
Equity - Exchange $1,153,598,272 24.8%
Cash $730,302,132 15.7%
Municipal Bonds $465,160,594 10.0%
U.S. Government/Agency $1,214,069,150 26.1%
Total $4,651,605,937 100.0%

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