Solomon API LLC logo

Solomon API LLC

Updated today

Client assets under management

$173,110,751

Clients

613

2% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

204

Very High

Average account size

$282,399

About

Solomon API LLC provides financial planning and portfolio management to individual and high-net-worth clients, managing approximately $173,110,751 in discretionary assets. The firm offers hourly financial planning, discretionary and non-discretionary portfolio management, and participant account management using a third‑party platform for held-away retirement accounts.

The firm’s investment approach emphasizes value, safety, quality and risk control, using both fundamental and technical analysis across a broad set of instruments including equities, bonds, ETFs (including leveraged ETFs), REITs, mutual funds and limited options strategies (covered calls and puts). It notes a focus on loss avoidance to preserve upside and performs periodic account reviews while providing client custody through independent custodians.

Noteworthy features include operating from five offices and serving a relatively large client base for its size—613 clients with three advisors—resulting in a high client-to-advisor ratio. The brochure also discloses that certain associates act as independent insurance agents (earning commissions) and that the firm’s principals have affiliations with another advisory entity, with both relationships identified as potential conflicts of interest and addressed in the brochure’s mitigation disclosures.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

Fee options

Project-based

$300 per hour for financial planning services

Other

Account minimum: $20,000 (may be waived at discretion) Fee-only: Hourly rate of $300 per hour for financial planning services

Main office location

Solomon API LLC

1950 Rockledge, Unit 201

Rockledge FL 32955, United States

Number of offices

5

Most active in

California · Colorado · Florida · Georgia · Illinois · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nicholas S

ChFC®, Series 63

Glendale Heights, IL

Solomon API LLC

Nicholas Sloane is a financial advisor at Solomon API LLC with 16 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at AE Wealth Management, SGL Financial, and operating his own businesses under the Sloane Wealth Management and Sloane Financial Services names. Outside of advisory work, he is involved in insurance sales through Sloane Wealth Management. Solomon API serves individual and high-net-worth clients with financial planning and portfolio management, managing $362 million in discretionary assets. The firm emphasizes value, safety, and quality with a focus on risk control, employing a mix of securities and both fundamental and technical analysis in its investment approach.

Options & derivatives strategies
user avatar

Matthew M

Series 63, Series 65

Rockledge, FL

Solomon API LLC

Matthew Myland is a financial advisor with Quility Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Quility since 2019 and previously at Wealth Watch Advisors LLC. Outside of his advisory role, he is managing member and independent insurance agent at API Partners, LLC, selling various insurance products including fixed and indexed annuities. Quility Financial Advisors serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm tailors portfolios based on client objectives and risk tolerance, utilizing model-based strategies and sub-advisers while employing both fundamental and technical analysis across a broad range of investment instruments.

Options & derivatives strategies
user avatar

Paul S

Series 66

Rockledge, FL

Solomon API LLC

Paul Stanley is a financial advisor at Quility Financial Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Wealth Watch Advisors, LPL Financial, and Kovack Advisors. Outside of his advisory role, Stanley is CEO and managing partner of Titan Heating & Air LLC, a heating and cooling company. Quility Financial Advisors serves individual and high-net-worth clients, providing financial planning, discretionary portfolio management, and participant account management. The firm employs model-based strategies and sub-advisers to tailor portfolios according to clients’ objectives and risk tolerance.

Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")