DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Solomon Api LLC
Latest filing Jul 2, 2026
First filing on the tape Feb 3, 2012 · 44 filings
SEC status approved since Aug 23, 2018
RAUM
$389M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
22%
$86.7M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$130M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$389M as of Jul 2, 2026
Mar 23, 2012$20.0M then
HNW client RAUM$22.2M as of Jul 2, 2026
Mar 21, 2019$384,106 then
State-registered IARs (5.B.3)3 as of Jul 2, 2026
Mar 23, 20120 then
Employees (5.A)3 as of Jul 2, 2026
Mar 13, 20154 then
Private funds: no history
RAUM +7.4% over the last fiscal year+34% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jul 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $130MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 56derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $176,481derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 0.6derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- -52%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -55%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$302M78%
- Individuals$64.4M17%
- High-net-worth individuals$22.2M5.7%
- Individual clients
- 157reported
- HNW clients
- 12reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2,204reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.22 fund_share=0.78 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Edwin Myland | Rockledge, Fl | Oct 10, 2012 | 27 y | 4 |
| Nicholas Robert SloaneChartered Financial Consultant | Glendale Heights, Il | Jul 22, 2024 | 34 y | 5 |
| Paul Conrad Stanley | Rockledge, Fl | Sep 3, 2026 | 24 y | 8 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Kurt M Arseneau to Api Financial Advisors, LLCJun 17, 2024 · RIA to RIA
- Donald Ray Rice to Alphastar Capital ManagementFeb 24, 2023 · RIA to RIA
- Ward Paul Brooks to Api Financial Advisors, LLCSep 16, 2019 · RIA to a newly registered adviser
- Steven Eugene Boyer to Wealth Watch Advisors, IncOct 12, 2015 · Other
- John Cyril Kamm to Wealth Watch Advisors, IncAug 21, 2015 · Other
Joined, latest
- Paul Conrad Stanley from Wealth Watch Advisors, IncSep 3, 2026 · RIA to RIA
- Nicholas Robert Sloane from Ae Wealth Management, LLCJul 22, 2024 · RIA to RIA
- Donald Ray Rice from Brookstone Wealth Advisors, LLCApr 26, 2022 · RIA to RIA
- Kurt M Arseneau from Ae Wealth Management, LLCJan 14, 2022 · Affiliated broker-dealer or bank to independent RIA
- Ward Paul Brooks from Bankers Life Advisory Services, Inc.Jul 15, 2019 · Other
- John Cyril Kamm from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 5, 2015 · Other
- Matthew Edwin Myland from J. W. Cole Advisors, Inc.Oct 10, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Edwin Matthew Myland · Managing Partner/Iarcontrolsince 10/2011 · owns 25% to 50%
- Edwin Matthew Myland · Managing Member/Shareholdercontrolsince 12/2011 · owns 75% or more of Gmf Private Wealth Management Genpar, LLC
- James Middlebrooks · Partnersince 01/2019 · owns 10% to 25%
- Conrad Paul Stanley · Managing Partner/Chief Compliance Officer/Iarsince 05/2019 · owns 25% to 50%
Entity owners
- Gmf Private Wealth Management Genpar, LLC · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Rockledge, Fl · principal | 3 | 1 | 0 | ||
| Cumming, Ga | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Cumming, GA1 employees
- Schaumburg, IL1 employees
- Warrenville, IL1 employees
- , 1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Apr 13, 2026accounts (Item 5.F.2.f) moved from 1,377.0 to 872.0 (-37.0%) between the annual amendments of 2025-04-09 and 2026-04-13; the peer median change was +5.0% (3688 comparable advisers, 4.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 4.4% percentile
- client count collapseChange between filings · filing Apr 13, 2026individual and HNW clients (Item 5.D) moved from 1,377.0 to 613.0 (-55.0%) between the annual amendments of 2025-04-09 and 2026-04-13; the peer median change was +3.0% (3310 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,310) · 1.3% percentile
- RAUM down 50 %Change between filings · filing Apr 13, 2026RAUM (Item 5.F) moved from $362,000,000 to $173,110,751 (-52.0%) between the annual amendments of 2025-04-09 and 2026-04-13; the peer median change was +15.0% (4551 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 0.4% percentile
What changed
consecutive filings, newest first
- Individual clients · 598 to 157Apr 13, 2026 to May 29, 2026
- Accounts · 872 to 2,204Apr 13, 2026 to May 29, 2026
- HNW clients · 15 to 12Apr 13, 2026 to May 29, 2026
- Discretionary RAUM · $173M to $385MApr 13, 2026 to May 29, 2026
- HNW RAUM · $25.4M to $22.2MApr 13, 2026 to May 29, 2026
- Individual RAUM · $148M to $64.4MApr 13, 2026 to May 29, 2026
- Non-discretionary RAUM · $0 to $4.0MApr 13, 2026 to May 29, 2026
- RAUM · $173M to $389MApr 13, 2026 to May 29, 2026
- Related adviser · false to trueMar 28, 2026 to Apr 13, 2026
- Accounts · 1,377 to 872Apr 9, 2025 to Mar 28, 2026
- HNW clients · 36 to 15Apr 9, 2025 to Mar 28, 2026
- Individual clients · 1,341 to 598Apr 9, 2025 to Mar 28, 2026
- Discretionary RAUM · $362M to $173MApr 9, 2025 to Mar 28, 2026
- HNW RAUM · $34.0M to $25.4MApr 9, 2025 to Mar 28, 2026
- Individual RAUM · $328M to $148MApr 9, 2025 to Mar 28, 2026
- RAUM · $362M to $173MApr 9, 2025 to Mar 28, 2026
- Accounts · 1,123 to 1,377Jul 29, 2024 to Apr 9, 2025
- HNW clients · 23 to 36Jul 29, 2024 to Apr 9, 2025
- Individual clients · 1,110 to 1,341Jul 29, 2024 to Apr 9, 2025
- Financial planning clients · 0 to 0Jul 29, 2024 to Apr 9, 2025
- Discretionary RAUM · $280M to $362MJul 29, 2024 to Apr 9, 2025
- HNW RAUM · $28.0M to $34.0MJul 29, 2024 to Apr 9, 2025
- Individual RAUM · $252M to $328MJul 29, 2024 to Apr 9, 2025
- RAUM · $280M to $362MJul 29, 2024 to Apr 9, 2025
- Other offices · 1 to 4Jul 18, 2024 to Jul 29, 2024
- Accounts · 1,549 to 1,123Sep 6, 2023 to Mar 29, 2024
- HNW clients · 11 to 23Sep 6, 2023 to Mar 29, 2024
- Individual clients · 1,019 to 1,110Sep 6, 2023 to Mar 29, 2024
- Insurance-licensed employees · 3 to 2Sep 6, 2023 to Mar 29, 2024
- Financial planning clients · 1-10 to 0Sep 6, 2023 to Mar 29, 2024
- Discretionary RAUM · $180M to $280MSep 6, 2023 to Mar 29, 2024
- HNW RAUM · $16.9M to $28.0MSep 6, 2023 to Mar 29, 2024
- Individual RAUM · $166M to $252MSep 6, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $2.9M to $0Sep 6, 2023 to Mar 29, 2024
- RAUM · $183M to $280MSep 6, 2023 to Mar 29, 2024
- Business name · SOLOMON API, LP to SOLOMON API LLCJun 22, 2023 to Sep 6, 2023
- Legal name · GMF PRIVATE WEALTH MANAGEMENT, LP to SOLOMON API LLCJun 22, 2023 to Sep 6, 2023
- Succession · true to falseJun 22, 2023 to Sep 6, 2023
- Accounts · 1,544 to 1,549May 18, 2023 to Jun 22, 2023
- HNW clients · 10 to 11May 18, 2023 to Jun 22, 2023
Signals
6 dated events
- Solomon Api Llc reported RAUM $389.0M, up 125% from $173.1M (2026-04-13 to 2026-05-29)May 29, 2026 · RAUM change · derived
- Solomon Api Llc reported RAUM $173.1M, down 52% from $362.0M (2025-04-09 to 2026-03-28)Mar 28, 2026 · RAUM change · derived
- Kurt M Arseneau left Solomon Api Llc for Api Financial Advisors, Llc (registered 2022-01-26)Jun 17, 2024 · Advisor changed firm · fact
- Solomon Api, Lp reported succeeding to the business of Another Adviser (Form ADV Item 4)Jun 22, 2023 · Succession (Item 4) · fact
- Donald Ray Rice left Solomon Api Llc for Alphastar Capital Management (registered 2024-03-28)Feb 24, 2023 · Advisor changed firm · fact
- Gmf Private Wealth Management, Lp filed its initial SEC registration (Form ADV)Feb 24, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- support@solomonapi.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 855-288-8944reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/solomon-api-lp/about/?viewAsMember=truereportedpublic record, Form ADV, Sep 17, 2026
- Website
- SOLOMONAPI.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 321-888-2599reportedpublic record, Form ADV, Jul 2, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $130Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026