DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Affinity Capital Advisors LLC
Latest filing Jul 23, 2026
First filing on the tape May 4, 2013 · 37 filings
SEC status approved since Mar 11, 2015
RAUM
$851M
reported, Item 5.F
Discretionary
74%
of RAUM
Private clients
99%
$840M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$170M
derived; firm RAUM over IAPD count
Employees
11
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$851M as of Jul 23, 2026
Jan 13, 2016$124M then
HNW client RAUM$712M as of Jul 23, 2026
Mar 15, 2018$172M then
State-registered IARs (5.B.3)5 as of Jul 23, 2026
Jan 13, 20163 then
Employees (5.A)11 as of Jul 23, 2026
Jan 13, 20164 then
Private funds: no history
RAUM +34% over the last fiscal year+24% a year over threeIARs 4 to 5
Practice profile
derived from the filing of Jul 23, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $170MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 106derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $482,071derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 74%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +34%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.6%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $316M, 408 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$712M84%
- Individuals$128M15%
- Pension and profit-sharing plans$4.1M0.5%
- Corporations and businesses$4.0M0.5%
- Charitable organizations$3.0M0.4%
- Individual clients
- 325reported
- HNW clients
- 206reported
- Pension plan clients
- 11reported
- Charitable clients
- 1reported
- Accounts
- 1,766reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $316M for 408 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Sean Marcus KenmoreCertified Financial Planner | Berkeley, Ca | Mar 6, 2017 | 17 y | 2 |
| Jonathan Manzo-Cardenas | Berkeley, Ca | Feb 26, 2018 | 15 y | 2 |
| Robert Jon Stamps Bradford | Berkeley, Ca | May 1, 2018 | 14 y | 2 |
| Richard James Greywitt | Berkeley, Ca | Dec 6, 2023 | 14 y | 0 |
| John Tanner Blatter | Berkeley, Ca | Sep 25, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Susan Amanda Landry to Wynn Capital Management, LLCMay 20, 2024 · RIA to RIA
- Matthew Kyle Traub to MarinerNov 18, 2022 · RIA to affiliated broker-dealer or bank
Joined, latest
- Matthew Kyle Traub from American Summit Financial LLCDec 10, 2019 · Other
- Robert Jon Stamps Bradford from Wealthspire AdvisorsMay 1, 2018 · RIA to RIA
- Jonathan Manzo-Cardenas from Pacific Private Wealth Management, LLCFeb 26, 2018 · Other
- Sean Marcus Kenmore from Morgan StanleyMar 6, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Marcus Sean Kenmore · Managing Membercontrolsince 05/2013 · owns less than 5%
- Jonathan Manzo-Cardenas · Managing Member & Chief Compliance Officercontrolsince 02/2018 · owns less than 5%
- Marcus Sean Kenmore · Managing Membercontrolsince 01/2021 · owns 75% or more of The Smk Trust
- Jonathan Manzo-Cardenas · Managing Member & Chief Compliance Officercontrolsince 03/2022 · owns 75% or more of The Aschenberger Manzo Family Trust
Entity owners
- The Aschenberger Manzo Family Trust · Holding Companydirect · owns 50% to 75%
- The Smk Trust · Holding Companydirect · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Berkeley, Ca · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Mar 23, 2026accounts (Item 5.F.2.f) moved from 4,338.0 to 1,766.0 (-59.0%) between the annual amendments of 2025-04-01 and 2026-03-23; the peer median change was +6.0% (1256 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,256) · 1.4% percentile
What changed
consecutive filings, newest first
- Accounts · 4,338 to 1,766Apr 1, 2025 to Mar 23, 2026
- Advisory employees · 4 to 5Apr 1, 2025 to Mar 23, 2026
- Corporate clients · 2 to 4Apr 1, 2025 to Mar 23, 2026
- HNW clients · 190 to 206Apr 1, 2025 to Mar 23, 2026
- Individual clients · 299 to 325Apr 1, 2025 to Mar 23, 2026
- Assets in custody · $202M to $316MApr 1, 2025 to Mar 23, 2026
- Employees · 9 to 11Apr 1, 2025 to Mar 23, 2026
- State-registered IARs · 4 to 5Apr 1, 2025 to Mar 23, 2026
- Discretionary RAUM · $508M to $633MApr 1, 2025 to Mar 23, 2026
- HNW RAUM · $533M to $712MApr 1, 2025 to Mar 23, 2026
- Individual RAUM · $93.2M to $128MApr 1, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $128M to $219MApr 1, 2025 to Mar 23, 2026
- Pension RAUM · $3.4M to $4.1MApr 1, 2025 to Mar 23, 2026
- RAUM · $636M to $851MApr 1, 2025 to Mar 23, 2026
- Accounts · 1,409 to 4,338Nov 1, 2024 to Apr 1, 2025
- Advisory employees · 5 to 4Nov 1, 2024 to Apr 1, 2025
- Advisory activities · 4 to 3Nov 1, 2024 to Apr 1, 2025
- Corporate clients · 5 to 2Nov 1, 2024 to Apr 1, 2025
- HNW clients · 175 to 190Nov 1, 2024 to Apr 1, 2025
- Individual clients · 267 to 299Nov 1, 2024 to Apr 1, 2025
- Pension plan clients · 9 to 11Nov 1, 2024 to Apr 1, 2025
- Assets in custody · $0 to $202MNov 1, 2024 to Apr 1, 2025
- Employees · 8 to 9Nov 1, 2024 to Apr 1, 2025
- Financial planning clients · 0 to Nov 1, 2024 to Apr 1, 2025
- State-registered IARs · 5 to 4Nov 1, 2024 to Apr 1, 2025
- Discretionary RAUM · $455M to $508MNov 1, 2024 to Apr 1, 2025
- HNW RAUM · $394M to $533MNov 1, 2024 to Apr 1, 2025
- Individual RAUM · $79.4M to $93.2MNov 1, 2024 to Apr 1, 2025
- Non-discretionary RAUM · $25.4M to $128MNov 1, 2024 to Apr 1, 2025
- Pension RAUM · $2.7M to $3.4MNov 1, 2024 to Apr 1, 2025
- RAUM · $480M to $636MNov 1, 2024 to Apr 1, 2025
- Assets in custody · $172M to $0Mar 11, 2024 to Jul 1, 2024
- Accounts · 1,321 to 1,409Mar 8, 2023 to Mar 11, 2024
- Advisory employees · 4 to 5Mar 8, 2023 to Mar 11, 2024
- Corporate clients · 2 to 5Mar 8, 2023 to Mar 11, 2024
- HNW clients · 179 to 175Mar 8, 2023 to Mar 11, 2024
- Individual clients · 282 to 267Mar 8, 2023 to Mar 11, 2024
- Assets in custody · $160M to $172MMar 8, 2023 to Mar 11, 2024
- Employees · 7 to 8Mar 8, 2023 to Mar 11, 2024
- State-registered IARs · 4 to 5Mar 8, 2023 to Mar 11, 2024
Signals
8 dated events
- Affinity Capital Advisors Llc reported RAUM $851.3M, up 34% from $636.1M (2025-04-01 to 2026-03-23)Mar 23, 2026 · RAUM change · derived
- Affinity Capital Advisors Llc reported RAUM $636.1M, up 32% from $480.1M (2024-11-01 to 2025-04-01)Apr 1, 2025 · RAUM change · derived
- Susan Amanda Landry left Affinity Capital Advisors Llc for Wynn Capital Management, Llc (registered 2024-07-08)May 20, 2024 · Advisor changed firm · fact
- Matthew Kyle Traub left Affinity Capital Advisors Llc for Mariner (registered 2022-12-01)Nov 18, 2022 · Advisor changed firm · fact
- Affinity Capital Advisors Llc reported RAUM $416.3M, up 48% from $280.9M (2020-07-13 to 2021-02-24)Feb 24, 2021 · RAUM change · derived
- North Karsten Hazelett (Managing Member) no longer on Schedule A of Affinity Capital Advisors Llc (listed 2020-07-13, absent 2021-02-24)Feb 24, 2021 · Control person left · inference
- Reed Douglas Thorne (Managing Member) no longer on Schedule A of Affinity Capital Advisors Llc (listed 2020-06-18, absent 2020-07-13)Jul 13, 2020 · Control person left · inference
- Insight Wealth Management, Llc filed its initial SEC registration (Form ADV)May 4, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 510-217-3700reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 510-984-0261reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- affinitycapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 510-984-0261reportedpublic record, Form ADV, Jul 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $170Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026