Solomon Api LLC

Overview

Solomon Api LLC is an independent registered investment adviser organized as an LLC and operating since 2018. The firm serves individual and family clients as well as institutional accounts, with a focus on financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker and charges clients primarily by a percentage of assets under management, with hourly billing available for certain work. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Ownership is a mix of a domestic entity and an individual owner. Solomon Api LLC offers discretionary portfolio management alongside non-discretionary services and financial planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices