SourcingSourcing

SOLOMON API LLC

A65
CRD 159471·SEC 801-113882·ROCKLEDGE, FL
AUM
$173.1M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$519K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOLOMON API LLC
CRD
159471
SEC file #
801-113882
EIN
—
DBA names
—

Economics

AUM
$173.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$219.6M → $173.1M▼ -21%
Client mix
Individuals Other598
Individuals High Net Worth15

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
ROCKLEDGE FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/13/2026
ADV-W filed at
—
Website
solomonapi.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MYLAND, MATTHEW, EDWIN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MYLAND, MATTHEW, EDWIN
STANLEY, PAUL, CONRAD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SOLOMONAPI.COM
Rdap Domain Creation Date
2017-07-25T18:59:28Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-07-25T18:59:28Z
Rdap Domain Last Changed
2025-06-26T18:28:37Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2912931
Trust Company Affiliate
No

People (3)

3
MYLAND, MATTHEW, EDWIN
IAR · Direct Owner · 62.5%
2912931
STANLEY, PAUL, CONRAD
IAR · Direct Owner · 62.5%
2912932
NICHOLAS ROBERT SLOANE
IAR
1325510