Solomon Api Llc
- Regulatory AUM
- $389M
- Discretionary
- $385M
- Clients
- 174
- Avg AUM / client
- $2.2M
- Accounts
- 2,204
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 157 | $64.4M | 16.6% |
| High net worth individuals | 12 | $22.2M | 5.72% |
| Other investment advisers | 5 | $302M | 77.7% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Edwin Myland | Managing Partner/Iar | Oct 2011 (15y) | ≈ 0% – 5% via Gmf Private Wealth Management Genpar, Llc | |
| Middlebrooks, James | Partner | Jan 2019 (8y) | 10% – 25% | |
| Paul Conrad Stanley | Managing Partner/Chief Compliance Officer/Iar | May 2019 (7y) | 25% – 50% | |
| Nicholas Robert Sloane | Registered representative | Chartered Financial Consultant | Jul 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gmf Private Wealth Management Genpar, Llc | General Partner | Dec 2011 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Matthew Edwin Myland: 75% – 100% of Gmf Private Wealth Management Genpar, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $371M (95% of AUM) Jul 2026
- Orion Communities $33.0M (18% of AUM) Sep 2023
- TradePMR $6.0M (2% of AUM) Jul 2024
- Jackson National Life Distributors Llc $2.6M (2% of AUM) Nov 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗