# API Capital, LLC

> API Capital, LLC is a state-registered investment advisory firm in Concord, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 334427
- Filed as: API CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Concord, CA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334427
- AdvisorCensus page: https://advisorcensus.com/firm/api-capital-llc-concord-ca-334427

## Quick answers

**How is API Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), API Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is API Capital, LLC located?**
API Capital, LLC's principal office is in Concord, CA, according to its Form ADV.

**Is API Capital, LLC registered with the SEC or a state?**
API Capital, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334427.

**How much does API Capital, LLC manage?**
API Capital, LLC reports $3,998,390 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**Does API Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334427

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,998,390
- Discretionary: $3,998,390
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $3,998,390 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @apicapital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. API Capital, LLC (CRD 334427): Form ADV filing data as of October 2026.