A
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-21-2025
- Office Locations
- 1
Office Locations
1001 Galaxy WAY Suite 205 Concord CA
About API Capital, LLC
API Capital, LLC is a Concord-based RIA. The firm has been operating for 1 years. Managing $4.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
Kelby Von Houston
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #8034230
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
Matthew Gregory Coons
--
- CRD
- #8034229
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,998,390 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,998,390 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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