Affinius Capital

Overview

Affinius Capital is an SEC registered investment adviser based in San Antonio, TX, registered since 2021. It reports $30.4B in assets under management across 121 accounts, with 298 employees.

Reported AUM

$30.4B

Discretionary

68%

Accounts

121

Average account

$252M

Employees

298

Registered since

2021

Jurisdictions

5

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients

Client types

• Insurance Companies
• Other clients
• Pooled Investment Vehicles

Fee structure

Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 6

• Leonard Jeffrey O'Donnell Chief Executive Officer, Board Member CRD 6031932
• Bahram Motamedian Chief Strategy Officer, Executive Managing Director CRD 7438894
• Michael Alan Boyd Chief Legal Officer, General Counsel, Executive Managing Director CRD 7374306

3 more executive officers, with direct contact details

Location

Headquarters

9830 Colonnade Blvd Ste 600
San Antonio, TX 78230

County

Bexar

Metro area

San Antonio-New Braunfels, TX

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: affiniuscapital.com

Every state, with registration dates

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