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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

API FINANCIAL ADVISORS, LLC

CRD 304586

ROCKLEDGE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:77e8a1aa-e3c5-065b-1e74-c28a6b0ab2f9

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 7
On other graphs: 0
Observed: Jul 3, 2019 to Jul 1, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $84.7MItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $84.7M
Private client RAUM: $84.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $6.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 13
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 696
Individual clients: 217
High net worth clients: 10
SEC number: 801-117119
CRD: 304586
Filings on the tape: 40
First filed: Jul 3, 2019
Latest filed: Jul 1, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Ward Paul Brooks	n/a	ROCKLEDGE, FL \| ST JOSEPH, MO	7	13	3	no
Norman BERRY Taylor	n/a	ROCKLEDGE, FL	3	14	1	no
Nathan Burks	n/a	FARRAGUT, TN \| ROCKLEDGE, FL	2	12	n/a	no
SARAH SIERAWSKI PAPPAS	n/a	ROCKLEDGE, FL \| FRANKLIN, TN	1	12	n/a	no
VICTOR TASSONE	n/a	GILBERT, AZ \| ROCKLEDGE, FL	1	14	4	no
AUDREE BOBINGER	n/a	ROCKLEDGE, FL \| LAKEWOOD, WA	1	14	n/a	no
TIM TAYLOR SMITH	Chartered Financial Consultant	ROCKLEDGE, FL \| ROSEVILLE, CA	1	29	6	no
Dustan R Christensen	n/a	PALM HARBOR, FL \| ROCKLEDGE, FL	1	12	1	no
NEAL PAUL QUON	n/a	TUSTIN, CA \| ROCKLEDGE, FL	1	25	3	no
Rebecca Cross	n/a	ROCKLEDGE, FL \| SANTA BARBARA, CA	0	11	1	no
ANDREW RAYMOND SCHEIRER	n/a	LAKE MARY, FL \| ROCKLEDGE, FL	0	25	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MYLAND, MATTHEW, EDWIN	MANAGING MEMBER / IAR	D	yes	07/2019	Jul 3, 2019	Dec 2, 2024
STANLEY, PAUL, CONRAD	MANAGING MEMBER / IAR / CCO	D	yes	10/2019	Jan 2, 2020	Dec 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SOLOMON API LLC	n/a	Mixed wealth	$389M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
LAKE MARY	FL	United States	1	no
ST. AUGUSTINE	FL	United States	1	no
Omaha	Ne	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$84.7M	$84.7M	13	13	7	n/a	n/a
2024	Apr 8, 2025	$71.0M	$71.0M	15	15	4	n/a	n/a
2023	Mar 29, 2024	$44.5M	$44.5M	6	6	4	n/a	n/a
2022	Mar 30, 2023	$30.0M	$30.0M	6	6	5	n/a	n/a
2021	Jan 22, 2022	$19.5M	$19.5M	7	7	5	n/a	n/a
2020	Mar 4, 2021	$15.0M	$15.0M	6	6	5	n/a	n/a
2019	Feb 28, 2020	n/a	n/a	4	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	2	0	15.4%	1	2	0	6	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$84.7M	$71.0M	19.2%	$30.0M	41.3%	13	15	7	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BISON WEALTH, LLC	2	Aug 11, 2026	Aug 19, 2026	ROCKLEDGE, FL	Team lift out	RIA to RIA	15.4%

Relationships

Registered with (21)

← MATTHEW EDWIN MYLANDAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← PAUL CONRAD STANLEYAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← ANDREW RAYMOND SCHEIRERAdvisorregistration: previous registration
Apr 14, 2020 to Dec 31, 2025factForm ADV
← Rebecca CrossAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← NEAL PAUL QUONAdvisorregistration: current employment
Jul 21, 2025 to presentfactForm ADV
← Dustan R ChristensenAdvisorregistration: current employment
May 6, 2025 to presentfactForm ADV
← TIM TAYLOR SMITHAdvisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
← AUDREE BOBINGERAdvisorregistration: current employment
Mar 18, 2025 to presentfactForm ADV
← VICTOR TASSONEAdvisorregistration: current employment
Dec 16, 2024 to presentfactForm ADV
← SARAH SIERAWSKI PAPPASAdvisorregistration: current employment
Nov 26, 2024 to presentfactForm ADV
← Nathan BurksAdvisorregistration: current employment
Jul 22, 2024 to presentfactForm ADV
← Norman BERRY TaylorAdvisorregistration: current employment
May 24, 2023 to presentfactForm ADV
← Ward Paul BrooksAdvisorregistration: current employment
Sep 12, 2019 to presentfactForm ADV
← TRISHA BERNARDO PEREZAdvisorregistration: previous registration
May 15, 2026 to Aug 11, 2026factForm ADV
← JAMES JOSEPH CAUFIELDAdvisorregistration: previous registration
Jun 2, 2026 to Aug 11, 2026factForm ADV
← LUTHER MURLIN SWEIGERTAdvisorregistration: previous registration
Nov 6, 2024 to Aug 4, 2025factForm ADV
← KURT M ARSENEAUAdvisorregistration: previous registration
Jan 26, 2022 to Apr 4, 2023factForm ADV
← Bradley Charles TippleAdvisorregistration: previous registration
Apr 8, 2021 to Jul 16, 2021factForm ADV
← STEPHEN NEIL SPICERAdvisorregistration: previous registration
Dec 11, 2019 to Mar 4, 2021factForm ADV
← WILLIAM STEPHEN GLOVERAdvisorregistration: previous registration
Aug 13, 2020 to Sep 18, 2020factForm ADV
← ALEX BRIAN LUADERSAdvisorregistration: previous registration
Sep 17, 2019 to Jan 2, 2020factForm ADV

Affiliated with (1)

→ SOLOMON API LLCRegistered adviserother investment adviser, common control
factForm ADV

Moved with (1)

→ BISON WEALTH, LLCRegistered adviser2 advisors, team lift out, same day
Aug 11, 2026 to Aug 19, 2026factForm ADV

Controls (2)

← MYLAND, MATTHEW, EDWINOwnerMANAGING MEMBER / IAR, ownership code D, individual
Jul 3, 2019 to Dec 2, 2024factForm ADV
← STANLEY, PAUL, CONRADOwnerMANAGING MEMBER / IAR / CCO, ownership code D, individual
Jan 2, 2020 to Dec 2, 2024factForm ADV

Dated events

Occurred
Aug 11, 2026
Team lift-out
2 advisors left Api Financial Advisors, LLC (Rockledge, FL) for Bison Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Aug 11, 2026
Advisor changed firm
Trisha Bernardo Perez left Api Financial Advisors, Llc for Bison Wealth, Llc (registered 2026-08-18)
Form ADVobserved 4 days ago
Occurred
Aug 11, 2026
Advisor changed firm
James Joseph Caufield left Api Financial Advisors, Llc for Bison Wealth, Llc (registered 2026-08-19)
Form ADVobserved 4 days ago
Occurred
Aug 4, 2025
Advisor changed firm
Luther Murlin Sweigert left Api Financial Advisors, Llc for Creativeone Wealth, Llc (registered 2025-08-01)
Form ADVobserved 4 days ago
Occurred
Apr 4, 2023
Advisor changed firm
Kurt M Arseneau left Api Financial Advisors, Llc for Prosperity Capital Advisors (registered 2024-06-24)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2020
Control person joined
Conrad Paul Stanley (Managing Member / Iar) appeared on Schedule A of Api Financial Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Jul 3, 2019
First Form ADV filing
Api Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77e8a1aa-e3c5-065b-1e74-c28a6b0ab2f9
First observed: Jul 3, 2019
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

API FINANCIAL ADVISORS, LLC

CRD 304586

ROCKLEDGE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:77e8a1aa-e3c5-065b-1e74-c28a6b0ab2f9

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Ward Paul Brooks

n/a

ROCKLEDGE, FL | ST JOSEPH, MO

Norman BERRY Taylor

n/a

ROCKLEDGE, FL

Nathan Burks

n/a

FARRAGUT, TN | ROCKLEDGE, FL

n/a

SARAH SIERAWSKI PAPPAS

n/a

ROCKLEDGE, FL | FRANKLIN, TN

n/a

VICTOR TASSONE

n/a

GILBERT, AZ | ROCKLEDGE, FL

AUDREE BOBINGER

n/a

ROCKLEDGE, FL | LAKEWOOD, WA

n/a

TIM TAYLOR SMITH

Chartered Financial Consultant

ROCKLEDGE, FL | ROSEVILLE, CA

Dustan R Christensen

n/a

PALM HARBOR, FL | ROCKLEDGE, FL

NEAL PAUL QUON

n/a

TUSTIN, CA | ROCKLEDGE, FL

Rebecca Cross

n/a

ROCKLEDGE, FL | SANTA BARBARA, CA

ANDREW RAYMOND SCHEIRER

n/a

LAKE MARY, FL | ROCKLEDGE, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MYLAND, MATTHEW, EDWIN

MANAGING MEMBER / IAR

yes

07/2019

Jul 3, 2019

Dec 2, 2024

STANLEY, PAUL, CONRAD

MANAGING MEMBER / IAR / CCO

yes

10/2019

Jan 2, 2020

Dec 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SOLOMON API LLC

n/a

Mixed wealth

$389M

yes

n/a

City

State

Country

Employees

Also broker-dealer

LAKE MARY

United States

ST. AUGUSTINE

United States

Omaha

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$84.7M

n/a

2024

Apr 8, 2025

$71.0M

n/a

2023

Mar 29, 2024

$44.5M

n/a

2022

Mar 30, 2023

$30.0M

n/a

2021

Jan 22, 2022

$19.5M

n/a

2020

Mar 4, 2021

$15.0M

n/a

2019

Feb 28, 2020

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

15.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$84.7M

$71.0M

19.2%

$30.0M

41.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BISON WEALTH, LLC

Aug 11, 2026

Aug 19, 2026

ROCKLEDGE, FL

Team lift out

RIA to RIA

15.4%