A complete list of active advisors currently associated with API Capital, LLC

Warmer can help you find a great advisor at API Capital, LLC or one who fits your needs even better.

API Capital provides portfolio management and financial planning services, preparing written Investment Policy Statements and, where authorized, managing client accounts on a discretionary basis. The firm’s stated investment universe includes mutual funds, fixed income, real estate funds (including REITs), equities, ETFs, TIPS, non-U.S. securities, venture capital funds and private placements. The firm describes a multi‑method analytical approach—charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis—and pursues both long‑term trading and options strategies (including covered and uncovered positions and spreads). API Capital documents client goals and risk tolerance in an IPS, seeks fair allocation of limited investment opportunities among clients, and delivers quarterly account reports through custodians. Notable disclosures in the brochure include affiliations with an accounting firm and with a real estate brokerage, and the availability of hourly financial‑planning fees (listed in the ADV at $300–$475 per hour) alongside fixed planning fees—features that are less common among peers in this adviser category. The brochure also notes the firm’s modest assets under management, no participation in wrap‑fee programs, and that it does not accept performance‑based compensation.

To learn more about the advisors currently working at API Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.