Api Financial Advisors, 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 22, 2026, reports $85M in regulatory assets under management, 13 employees, 7 offices, and 696 accounts.
Assets Under Management
$85M
Employees
13
Offices
7 offices
Total Clients
227
Primary office
ROCKLEDGE, FL
1950 ROCKLEDGE BLVD, UNIT 201, ROCKLEDGE, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.6% of total clients.
Top client categories% of clientsClients
1
Individuals
95.6%
217
2
HNWI
4.4%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$85Mas of April 22, 2026
Discretionary100.0%
$85M
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.
Total AUM$85M
Total Accounts696
10Y AUM Change+$85M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee17:1
10Y Employee Change+9 (+225.0%)
* 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.