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8620 N New Braunfels Ave. Suite 120, San Antonio, TX 78217 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
8620 N New Braunfels Ave. Suite 120, San Antonio, TX 78217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Capital, L.P. | Houston | TX | 05/2014 | 01/2026 |
| Graychase Wealth Advisory, Llc | San Antonio | TX | 01/2026 | Present |
Name of other business: Charles Miller Enterprises Is business Investment related: Yes Address of other business: 322 Royal Oaks Drive, San Antonio, TX 78209 Nature of other business: The purposes of the Company are to own, operate, invest, maintain, rent, lease, or sell, whether as part or as whole, all or a portion of the Company's assets, and to engage in any other business or activity that now or hereafter may be necessary, incidental, proper, advisable, or convenient to accomplish the foregoing purposes and that is not forbidden by the law of the jurisdiction in which the Company engages in that business; Primarily an Investment Account Your position: Treasurer Title and relationship with other business: Treasurer Start date of relationship: Formation Date: December 20, 2021 Approx. # of hours /month devote to other business: 1Hour Number of hours devoted to other business during securities trading hours: Zero Briefly describe duties: Assist Sole Member (Charles Miller) on organization's financial aspects, as well as state & federal documentation. Name of other business: Insurance Agent Is business Investment related: Yes Address of other business: 322 Royal Oaks Drive, San Antonio, TX 78209 Nature of other business: Insurance Products/Services Your position: Agent Title and relationship with other business: Agent Start date of relationship: 2008 Approx. # of hours /month devote to other business: 1 Hour Number of hours devoted to other business during securities trading hours: Zero Briefly describe duties: Offer traditional insurance related products/services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-16 |
| S66 | Uniform Combined State Law Examination | 1997-08-05 |
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