Api Financial Advisors, LLC
● SEC registered since 2019CRD 304586SEC# 801-117119Rockledge, FL
Reg. AUM
$84.7M
Employees
13
Accounts
696
Location
Rockledge, FL
Api Financial Advisors, LLC assets under management
Api Financial Advisors, LLC operates as an SEC-registered investment adviser based in Rockledge, FL. The firm has been registered since 2019. It reports $84.7 million in regulatory assets under management and employs 13 people.
Api Financial Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad Smith | Shareholder | 10-25% | 2019 |
| Matthew Edwin Myland Control | Managing Member / Iar | 10-25% | 2019 |
| Michael Resma | Member | 10-25% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Api Financial Advisors, LLC manage?
Api Financial Advisors, LLC reports $84.7 million in regulatory assets under management on its Form ADV.
How many employees does Api Financial Advisors, LLC have?
Api Financial Advisors, LLC reports 13 employees.
Where is Api Financial Advisors, LLC located?
Api Financial Advisors, LLC is based in Rockledge, FL and has been SEC-registered since 2019.
Does Api Financial Advisors, LLC disclose fund performance?
Api Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1950 Rockledge Blvd, Unit 201, Rockledge, FL 32955 |
| Phone | 321-888-2599 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$84.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$84.7Mregulatory AUM
Discretionary $84.7M