API Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
API Capital provides portfolio management and financial planning services, preparing written Investment Policy Statements and, where authorized, managing client accounts on a discretionary basis. The firm’s stated investment universe includes mutual funds, fixed income, real estate funds (including REITs), equities, ETFs, TIPS, non-U.S. securities, venture capital funds and private placements.
The firm describes a multi‑method analytical approach—charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis—and pursues both long‑term trading and options strategies (including covered and uncovered positions and spreads). API Capital documents client goals and risk tolerance in an IPS, seeks fair allocation of limited investment opportunities among clients, and delivers quarterly account reports through custodians.
Notable disclosures in the brochure include affiliations with an accounting firm and with a real estate brokerage, and the availability of hourly financial‑planning fees (listed in the ADV at $300–$475 per hour) alongside fixed planning fees—features that are less common among peers in this adviser category. The brochure also notes the firm’s modest assets under management, no participation in wrap‑fee programs, and that it does not accept performance‑based compensation.
Client services
Expertise
Fee options
$3,000 to $7,000 fixed fee for financial planning
$1 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $7,000,000: 0.65% $7,000,001 - $10,000,000: 0.55% $10,000,001+: 0.50%
$300 to $475 per hour
Main office
1001 Galaxy Way, Suite 205
Concord CA 94520
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Matthew C
Series 65
Concord, CA
API Capital, LLC
Matthew Coons is a financial advisor at API Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at DWS Group for 11 years. Outside of his advisory role, Coons is an accountant and owner of API Accounting, Tax & Advisory, Inc., and is also a licensed real estate broker, though he does not offer real estate services to clients. API Capital, LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a variety of analytical methods and offers discretionary trading authority, combining long-term trading with options strategies, while also delivering financial planning on a fixed-fee or hourly basis.
Kelby H
Series 65
Concord, CA
API Capital, LLC
Kelby Houston is a financial advisor at API Capital, LLC in Concord, CA, holding a Series 65 designation with one year of industry experience. He is also a partner and accountant at API Accounting, Tax & Advisory, Inc., a role he has held since 2014. API Capital, LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing a diverse range of investment strategies and analytical methods. The firm integrates its affiliation with an accounting practice into its services while maintaining a small team structure.
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