SourcingSourcing

API FINANCIAL ADVISORS, LLC

C38
CRD 304586·SEC 801-117119·ROCKLEDGE, FL
AUM
$84.7M
$25M-$100M
Est. Revenue
$847K
@ 1% on AUM
Est. EBITDA
$254K
@ 30% margin
Est. Deal Value
$2.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
API FINANCIAL ADVISORS, LLC
CRD
304586
SEC file #
801-117119
EIN
—
DBA names
—

Economics

AUM
$84.7M
AUM band
$25M-$100M
AUM trajectory
'22'26
$19.5M → $84.7M▲ +333%
Client mix
Individuals Other217
Individuals High Net Worth10

Operations

Employees (total)
13
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
4 advisors → 13 advisors▲ +225%
Primary office
ROCKLEDGE FL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
facebook.com/apifinancial(social)

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
17.5
Top Owner Entity Kind
I
Owner Count
5
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2775
Soi Zip Pct 200k Plus
0.078
Soi Zip Returns 200k Plus
1,610
Soi Zip Total AGI
1,855,390
Fdic Zip Total Deposits
9,789,122,000
Fdic Zip Branch Count
201
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
The American Bank of the SouthRockledge, FL
First Union National Bank of FloridaRockledge, FL
Fdic Zip HHI
1019.29
Fdic Zip Top Bank Share Pct
17.9
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI65,529
Returns5,130
Stub 2
AGI165,283
Returns4,510
Stub 3
AGI187,694
Returns3,050
Soi Zip Total Business Income
42,308
Soi Zip Total Cap Gains
99,616
Soi Zip Total Dividends
36,538
Soi Zip Total Returns
20,650
Top Owner CRD
2912931
Trust Company Affiliate
No

People (16)

16
MYLAND, MATTHEW, EDWIN
IAR · Direct Owner · 17.5%
2912931
STANLEY, PAUL, CONRAD
IAR · Direct Owner · 17.5%
2912932
RESMA, MICHAEL
Direct Owner · 17.5%
8259116
VICTOR TASSONE
IAR
6958827
SARAH SIERAWSKI PAPPAS
IAR
8014300
Nathan Burks
IAR
7959036
Ward Paul Brooks
IAR
6232679
AUDREE BOBINGER
IAR
8058052
Rebecca Cross
IAR
7821083
NEAL PAUL QUON
IAR
4475467
TIM TAYLOR SMITH
IAR
2842543
Norman BERRY Taylor
IAR
7249720
Daniel Pecoraro
IAR
2515087
Dustan R Christensen
IAR
7928956
TRISHA BERNARDO PEREZ
IAR
8267745
ANDREW RAYMOND SCHEIRER
IAR
4256666