Firm profile

SOLOMON API LLC

ROCKLEDGE, FLCRD 159471Latest ADV April 13, 2026

Solomon Api LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rockledge, FL. Its latest Form ADV filing, dated April 13, 2026, reports $173M in regulatory assets under management, 3 employees, 4 offices, and 872 accounts.

Assets Under Management
$173M
Employees
3
Offices
4 offices
Total Clients
613
Primary office
ROCKLEDGE, FL
1950 ROCKLEDGE, UNIT 201, ROCKLEDGE, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOPaul C. Stanley

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 97.6% of total clients.
Top client categories% of clientsClients
1
Individuals
97.6%
598
2
HNWI
2.4%
15

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$173Mas of April 13, 2026
Discretionary100.0%
$173M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$173M
Total Accounts872
10Y AUM Change+$29M (+20.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee204:1
10Y Employee Change+1 (+50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.