API FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$84.7M

Discretionary

$84.7M

100% of AUM

Avg account

$122K

Accounts

696

Employees

Advisory reps

Firm details

Headquarters: ROCKLEDGE, Florida
CRD number: 304586
Registered since: July 31, 2019
Website: quilityfinancialadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals77.31%
HNWI22.69%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

API Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and first SEC-registered in 2019. The firm works primarily with individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model combines a percentage-of-assets-under-management component with hourly charges, and the firm is identified as a capital allocator and a related adviser. API is not positioned as an ESG-active manager according to its disclosures. The firm’s practice emphasizes discretionary portfolio management and third-party manager selection rather than institutional consulting or pension work.