Richard James Greywitt
Professional Summary
Richard James Greywitt, who also goes by Rick Greywitt, is a registered financial advisor currently at AFFINITY CAPITAL ADVISORS LLC located in Berkeley, California. Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Richard has worked at 3 firms and has passed the Series 65, Series 57TO, SIE and Series 56 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rick Greywitt
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
AFFINITY CAPITAL ADVISORS LLC | INSIGHT WEALTH MANAGEMENT, LLC
Contact Information
Main Address
825 Page Street, Berkeley, CA 94710Phone Number
(510) 984-0261# of Employees
11SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,766AUM (Assets Under Management)
$851,336,597Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/31/2025 | Cover Page | Report |
| 12/11/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AFFINITY CAPITAL ADVISORS LLC | INSIGHT WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(12/6/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 56 — Proprietary Trader Qualification Examination
Passed May 2012Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Richard James Greywitt's CRS (Customer Relationship Summary).
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