Api Financial Advisors, LLC
Api Financial Advisors, LLC is an SEC-registered mass-market adviser in Rockledge, FL with $84.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Api Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304586, SEC 801-117119, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $84.7M (2026-06-25)
- Firm type
- Mass-Market Adviser
- Location
- Rockledge, FL
- Employees
- 13
- Clients
- 227
- CRD
- 304586
- Ownership
- MYLAND, MATTHEW, EDWIN; STANLEY, PAUL, CONRAD; SMITH, BRAD; RESMA, MICHAEL; PROXIMA
How much AUM does Api Financial Advisors, LLC have?
Api Financial Advisors, LLC reported $84.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Api Financial Advisors, LLC?
Disclosed owners and executives of Api Financial Advisors, LLC include MYLAND, MATTHEW, EDWIN, STANLEY, PAUL, CONRAD, SMITH, BRAD, RESMA, MICHAEL, PROXIMA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.