$90.8M Total AUM
$90.8M Disc. AUM
-- 3Y CAGR
3 Employees
176 ADV. Clients
30 yrs Firm Age
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- 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
President
- CRD
- #1146643
- Ownership
- 75% or more
(319) 500-1906
atlas.element@peakcapital.com
in linkedin.com/in/oak-radial
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Total AUM
Discretionary
Non-Discretionary
| 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
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% |