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API FINANCIAL ADVISORS, LLC
CRD 304586File 801-117119
APPROVED
Retail clients
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$84.7M
Bottom 25% of cohort (national)
Discretionary AUM
$84.7M
Clients
227
696 accounts
Employees
13
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 31, 2019
- Principal office
- 1950 ROCKLEDGE BLVD, UNIT 201, ROCKLEDGE, FL, 32955
- Phone
- 321-888-2599
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $84.7M
- Discretionary AUM
- $84.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 696
- Non-discretionary accounts
- 0
- Total accounts
- 696
- AUM per client
- $373K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $19.2M |
| Individuals (other than high net worth individuals) | 217 | $65.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 13 | increased by3 |
| Apr 1, 2026 | Clients | 329 | 227 | decreased by102 |
| Apr 1, 2026 | AUM | $71,000,000 | $84,651,087 | increased by$13,651,087 |
| Apr 1, 2026 | Accounts | 464 | 696 | increased by232 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 15 | 10 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 15 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 178 | 329 | increased by151 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $19,537,179 | $71,000,000 | increased by$51,462,821 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 262 | 464 | increased by202 |
| Feb 1, 2022 | Employees | 6 | 7 | increased by1 |
| Feb 1, 2022 | Custody | No | Yes | |
| Feb 1, 2022 | Clients | 105 | 178 | increased by73 |
| Feb 1, 2022 | AUM | $15,000,000 | $19,537,179 | increased by$4,537,179 |
| Feb 1, 2022 | Accounts | 152 | 262 | increased by110 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “API FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“API FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.