A complete list of active advisors currently associated with API Financial Advisors, LLC
Warmer can help you find a great advisor at API Financial Advisors, LLC or one who fits your needs even better.
API Financial Advisors, LLC serves individuals and high‑net‑worth clients with financial planning, discretionary portfolio management, and participant (defined‑contribution) account management. The firm reports managing approximately $84.65 million in client assets and provides written financial plans that document goals and objectives before implementing investment strategies. The firm implements customized portfolios that are built from model portfolios and investment strategies maintained and executed by its sub‑adviser, Solomon API LLC, and also uses additional portfolios managed through Luminist Capital; API retains discretion to hire or fire those sub‑advisers. Its investment process draws on both fundamental and technical analysis and may include mutual funds, ETFs (including leveraged and inverse products) and other securities, and it manages held‑away participant accounts via a third‑party linkage platform. What distinguishes API from many peers is its organizational structure and scale: the firm’s owners are also co‑owners of its sub‑adviser, Solomon API LLC, and receive a portion of the sub‑adviser’s management fees — a conflict disclosed in the brochure along with stated mitigation measures. API also operates from multiple offices (six) and discloses participation in Charles Schwab’s institutional program, noting the economic benefits that participation can provide and the potential conflicts that may arise.
To learn more about the advisors currently working at API Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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