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Solomon API LLC

Updated today

Client assets under management

$173,110,751

Clients

613

2% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

204

Very High

Average account size

$282,399

About

Solomon API serves individual and high‑net‑worth clients, offering financial planning, individualized portfolio management on both discretionary and non‑discretionary bases, and participant account management via a third‑party platform. The firm manages accounts that may include bonds, equities, ETFs, REITs, limited options strategies and leveraged ETFs, and provides written financial plans and implementation recommendations when requested.

The firm’s stated investment approach emphasizes principles of value, safety and quality, with a heavy emphasis on risk control and loss avoidance to preserve upside potential in equities. Solomon API uses fundamental and technical analysis supported by third‑party research, software tools and market data, and it conducts account reviews at least annually while participating in an institutional custody/execution program.

Distinctive features include operating five offices while maintaining three registered advisors and managing roughly $173 million for about 613 clients, resulting in a notably high client‑to‑advisor ratio. The brochure also discloses that some associates act as independent insurance agents and that the managing members have affiliations with another advisory firm, both of which are identified as potential conflicts of interest and addressed through disclosure and client choice.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Real estate investing

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Fee options

Project-based

$300 per hour for financial planning services

Other

Account minimum: $20,000 (may be waived at discretion)

Main office location

Solomon API LLC

1950 Rockledge, Unit 201

Rockledge FL 32955, United States

Number of offices

5

Most active in

California · Colorado · Florida · Georgia · Illinois · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nicholas S

ChFC®, Series 63

Glendale Heights, IL

Solomon API LLC

Nicholas Sloane is a financial advisor at Solomon API LLC with 16 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at AE Wealth Management, SGL Financial, and operating his own businesses under the Sloane Wealth Management and Sloane Financial Services names. Outside of advisory work, he is involved in insurance sales through Sloane Wealth Management. Solomon API serves individual and high-net-worth clients with financial planning and portfolio management, managing $362 million in discretionary assets. The firm emphasizes value, safety, and quality with a focus on risk control, employing a mix of securities and both fundamental and technical analysis in its investment approach.

Options & derivatives strategies Real estate investing
user avatar

Matthew M

Series 63, Series 65

Rockledge, FL

Solomon API LLC

Matthew Myland is a financial advisor with Quility Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Quility since 2019 and previously at Wealth Watch Advisors LLC. Outside of his advisory role, he is managing member and independent insurance agent at API Partners, LLC, selling various insurance products including fixed and indexed annuities. Quility Financial Advisors serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm tailors portfolios based on client objectives and risk tolerance, utilizing model-based strategies and sub-advisers while employing both fundamental and technical analysis across a broad range of investment instruments.

Options & derivatives strategies Real estate investing
user avatar

Paul S

Series 66

Rockledge, FL

Solomon API LLC

Paul Stanley is a financial advisor at Quility Financial Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Wealth Watch Advisors, LPL Financial, and Kovack Advisors. Outside of his advisory role, Stanley is CEO and managing partner of Titan Heating & Air LLC, a heating and cooling company. Quility Financial Advisors serves individual and high-net-worth clients, providing financial planning, discretionary portfolio management, and participant account management. The firm employs model-based strategies and sub-advisers to tailor portfolios according to clients’ objectives and risk tolerance.

Options & derivatives strategies Real estate investing
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