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Sean M. Kenmore
AFFINITY CAPITAL ADVISORS LLC
Berkeley, CA 94710
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CRD#: 5601488
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Professional summary
Sean Marcus Kenmore, CFP®, who also goes by Sean Kenmore, is a registered financial advisor currently at AFFINITY CAPITAL ADVISORS LLC located in Berkeley, California.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Sean has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sean Kenmore
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 04/2013 - Present | Real Estate Broker | Insight Realty Partners | 825 Page Street, Berkeley, CA 94710 | 10 Hrs/Month | Assists with the sale and purchase of real estate. (2) 09/17/2014 - Present | Partner | 825 Page Street LLC, Commercial Building | 825 Page Street, Berkeley, CA 94710 | 2 hrs./week. | Manage Real Estate Holdings (3) 10/2016 - Present | Managing Partner | First Gen LLC | 805 Jones Street, Berkeley, CA 94710 | 10 hrs./month. | Manage Real Estate Holdings (4) 03/2012 - Present | Real Estate Broker | Newberry1,LLC | 825 Page Street, Berkeley, CA 94710 | 10 hrs/month | Real Estate Holding Company (5) 08/10/2023 - Present | Managing Member | 1614 Sixth St., LLC | Real Estate and Development | 10 hrs/month | none during trading hours | Manage Real Estate Holdings (6) 03/01/2024 - Present | Managing Member |MotorLab., LLC | Real Estate and Development | 4 hrs/month | none during trading hours | Manage Real Estate Holdings (7) 06/2024 - Present | Real Estate | Dry Creek Lane, LLC�| 16394 Dry Creek Lane, Grass Valley, CA 95949| 1 Hr/Month (Not during business hours) | Real Estate Holding Company | Co-own Single Family Home.
CRS (Client Relationship Summary) - RIA
Click below to view Sean Marcus Kenmore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
May 24, 2013 - Present
AFFINITY CAPITAL ADVISORS LLC
Office #1: 825 Page Street, Berkeley, CA 94710RIA
CRD#: 166226
Berkeley, CA
Past
May 24, 2013 - November 28, 2014
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
BERKELEY, CA
Past
June 24, 2009 - June 19, 2013
MORGAN STANLEY
RIA
CRD#: 149777
BERKELEY, CA
Past
June 23, 2009 - June 19, 2013
MORGAN STANLEY
BD
CRD#: 149777
BERKELEY, CA
Past
December 8, 2008 - June 8, 2009
EDWARD JONES
RIA
CRD#: 250
OAKLAND, CA
Past
November 20, 2008 - June 8, 2009
EDWARD JONES
BD
CRD#: 250
OAKLAND, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
AFFINITY CAPITAL ADVISORS LLC
AFFINITY CAPITAL ADVISORS LLC | INSIGHT WEALTH MANAGEMENT, LLC
CRD#: 166226 / SEC#: 801-81133
RIA
Registered Investment Advisory firm - (3/11/2015 Approved)California
Registered Investment Advisory firm - (4/12/2015 Terminated)Texas
Registered Investment Advisory firm - (3/13/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/24/2013)
IAR
Texas(3/6/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AC
AFFINITY CAPITAL ADVISORS LLC
AFFINITY CAPITAL ADVISORS LLC | INSIGHT WEALTH MANAGEMENT, LLC
CRD#: 166226 / SEC#: 801-81133
RIA
Registered Investment Advisory firm - (3/11/2015 Approved)California
Registered Investment Advisory firm - (4/12/2015 Terminated)Texas
Registered Investment Advisory firm - (3/13/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
825 Page Street, Berkeley, CA 94710
Mailing Address
Phone number
(510) 984-0261
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,338 |
| AUM (Assets Under Management) | $ 636,081,479 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/11/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AFFINITY CAPITAL ADVISORS LLC
CRD#: 166226Berkeley, CA 94710TRUST BUT VERIFY
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