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Brandon Michael Clemens

AFFINITY WEALTH
CANTON, OH
·CRD# 7002991·8 years experience

Professional Summary

Brandon Michael Clemens, who also goes by Brandon Clemens, is a registered financial advisor currently at AFFINITY WEALTH LLC located in Canton, Ohio. Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brandon has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brandon Clemens

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

AFFINITY WEALTH LLC·CRD# 285169
RIA
4481 Munson St Nw Suite 302, Canton, OH 44718
March 12, 2025 - Present
RFG ADVISORY, LLC·CRD# 158401
RIA
Westlake, OH
February 18, 2022 - March 14, 2025
EDWARD JONES·CRD# 250
RIA
Westlake, OH
November 5, 2018 - February 22, 2022
EDWARD JONES·CRD# 250
BD
Westlake, OH
October 11, 2018 - February 22, 2022

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Current Firm

AW
AFFINITY WEALTH LLC

AFFINITY WEALTH LLC | THE AFFINITY GROUP | AFFINITY WEALTH MANAGEMENT LTD

CRD#: 285169 / SEC#: 801-131529
RIA
Registered Investment Advisory firm - SEC (11/29/2024 Approved)
Ohio
Registered Investment Advisory firm - Ohio (9/17/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

4481 Munson St Nw Suite 302, Canton, OH 44718

Phone Number

(330) 526-8412

# of Employees

5

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - AFFINITY WEALTH, LLC (8/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,129

AUM (Assets Under Management)

$217,543,050

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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) RCM Capital Ventures LLC Investment-related: No Nature of business: Real Estate Address: 24600 Center Ridge Rd., Suite 107, Westlake, OH 44145 Start date: 6/18/2020 Position: Managing Member Hours per month: 20 Hours during trading: 0 Duties: Assisting in the process of locating investment real estate, wholesaling and rehabbing.
(2) Afia Wealth Management Investment-related: Yes Nature of business: RIA DBA Address: 24600 Center Ridge Rd., Suite 107, Westlake, OH 44145 Start date: 2/18/2022 Position: Co-Founder/Investment Adviser Representative Hours per month: 160 Hours during trading: 160 Duties: Owner/Investment Adviser Representative
(3) Crump Life Insurance Services Investment-related: Yes Nature of business: Insurance Address: 4135 North Front Street, Harrisburg, PA 17110 Start date: 10/2018 Position: Insurance Agent Hours per month: 30 Hours during trading: 30 Duties: Insurance product offerings.

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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".
AW
AFFINITY WEALTH LLC

AFFINITY WEALTH LLC | THE AFFINITY GROUP | AFFINITY WEALTH MANAGEMENT LTD

CRD#: 285169 / SEC#: 801-131529
RIA
Registered Investment Advisory firm - SEC (11/29/2024 Approved)
Ohio
Registered Investment Advisory firm - Ohio (9/17/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Ohio
(3/12/2025)
IAR
Texas
(6/12/2026)

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 66 — Uniform Combined State Law Examination

Passed Nov 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2018About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brandon Michael Clemens's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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