Api Financial Advisors, Llc
- Regulatory AUM
- $84.7M
- Discretionary
- $84.7M
- Clients
- 227
- Avg AUM / client
- $373K
- Accounts
- 696
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 217 | $65.4M | 77.3% |
| High net worth individuals | 10 | $19.2M | 22.7% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Edwin Myland | Managing Member / Iar | Jul 2019 (7y) | 50% – 75% | |
| Paul Conrad Stanley | Managing Member / Iar / Cco | Oct 2019 (7y) | 50% – 75% | |
| Ward Paul Brooks | Registered representative | Sep 2019 (7y) | ||
| Norman Berry Taylor | Registered representative | May 2023 (3y) | ||
| Nathan Burks | Registered representative | Jul 2024 (2y) | ||
| Sarah Sierawski Pappas | Registered representative | Nov 2024 (2y) | ||
| Victor Tassone | Registered representative | Dec 2024 (2y) | ||
| Audree Bobinger | Registered representative | Mar 2025 (1y) | ||
| Tim Taylor Smith | Registered representative | Chartered Financial Consultant | Mar 2025 (1y) | |
| Dustan R Christensen | Registered representative | May 2025 (1y) | ||
| Neal Paul Quon | Registered representative | Jul 2025 (1y) | ||
| Rebecca Cross | Registered representative | Jan 2026 (1y) | ||
| Andrew Raymond Scheirer | Registered representative | Mar 2026 (0y) | ||
| Daniel Pecoraro | Registered representative | Apr 2026 (0y) | ||
| Trisha Bernardo Perez | Registered representative | May 2026 (0y) | ||
| James Joseph Caufield | Registered representative | Jun 2026 (0y) |
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) | 07/01/2026 | 1.02 MB | 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
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $66.0M (78% of AUM) Jul 2026
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 01, 2026.
View current Form ADV (SEC/IAPD) ↗