Affinity Capital Advisors Llc
- Regulatory AUM
- $851M
- Discretionary
- $633M
- Clients
- 547
- Avg AUM / client
- $1.6M
- Accounts
- 1,766
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 325 | $128M | 15.0% |
| High net worth individuals | 206 | $712M | 83.7% |
| Pension and profit sharing plans | 11 | $4.1M | 0.48% |
| Charitable organizations | 1 | $3.0M | 0.36% |
| Corporations and other businesses | 4 | $4.0M | 0.47% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sean Marcus Kenmore | Managing Member | CFP | May 2013 (13y) | ≈ 37.5% – 75% via The Smk Trust |
| Jonathan Manzo Cardenas | Managing Member & Chief Compliance Officer | Feb 2018 (9y) | ≈ 37.5% – 75% via The Aschenberger Manzo Family Trust | |
| Robert Jon Stamps Bradford | Registered representative | May 2018 (8y) | ||
| Richard James Greywitt | Registered representative | Dec 2023 (3y) | ||
| John Tanner Blatter | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Smk Trust | Holding Company | Jan 2021 | A | 50% – 75% |
| The Aschenberger Manzo Family Trust | Holding Company | Mar 2022 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Sean Marcus Kenmore: 75% – 100% of The Smk Trust × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Jonathan Manzo Cardenas: 75% – 100% of The Aschenberger Manzo Family Trust × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $851M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗