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Asset manager · Rockledge, FL

Solomon API LLC

SEC-registered investment adviser · CRD 159471 · SEC 801-113882

At a glance

Solomon API LLC is an SEC-registered investment adviser based in Rockledge, Florida, with $389 million in regulatory assets under management as of its Form ADV filed September 22, 2026. Its largest client group by assets is other investment advisers, and it reports 169 individual clients. By Form ADV it is a asset manager, ranked 1,808th of 3,218 asset managers and 8,931st of 17,210 SEC-registered advisers by assets.

Main office 321-888-2599solomonapi.comLinkedInAs filed on Form ADV

Regulatory AUM
$389M
Rank among asset managers
#1,808 of 3,218
Rank among all SEC RIAs
#8,931 of 17,210
Rank in Florida
#499 of 1,090
Individual clients
169
High-net-worth clients
12
Accounts
2,204
Discretionary
99% of AUM
Employees
3
Advisory staff
3
Offices
5

Owners and executives on its Form ADV

Custody and brokerage

Who it serves

Client typeClientsRegulatory AUMShare
Other investment advisers5$302M78%
Individuals157$64M17%
High-net-worth individuals12$22M6%

Disciplinary disclosures

Solomon API LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses

How it’s paid

  • A percentage of assets under management
  • Hourly charges

AtlasMembers

The full record on Solomon API LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 8 years of filings
Locked
Growth over one, three and five years
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Rank against 973 peers of its type and size
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Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
2Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Solomon API LLC manage?

Solomon API LLC reports $389 million in regulatory assets under management across 2,204 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 22, 2026.

What kind of firm is Solomon API LLC?

Solomon API LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Solomon API LLC’s clients?

By assets, its largest client types are other investment advisers ($302 million, 5 clients); individuals ($64 million, 157 clients); high-net-worth individuals ($22 million, 12 clients).

Does Solomon API LLC have any disciplinary history?

Solomon API LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Solomon API LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →