Richard James Greywitt
Investment adviser representative at Affinity Capital Advisors LLC
14 yearsExperience
1 stateRegistered in
$851.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Affinity Capital Advisors LLCOct 2023 to now
- Family TimeJun 2023 to Oct 2023
- Cutler Group LPOct 2020 to Jun 2023
- UnemployedJan 2020 to Oct 2020
- Greywitt Capital ManagementOct 2017 to Dec 2019
- Cutler Group, LPApr 2012 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Affinity Capital Advisors LLC
$851.3MAssets managed
547Clients
5Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5880231
- Firm CRD
- 166226