# Solomon API LLC

> Solomon API LLC is an SEC-registered investment advisory firm in Rockledge, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 159471
- Filed as: SOLOMON API LLC
- Also doing business as: API WEALTH, OMNITRUST FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rockledge, FL
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159471
- AdvisorCensus page: https://advisorcensus.com/firm/solomon-api-llc-rockledge-fl-159471

## Quick answers

**How is Solomon API LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Solomon API LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**What does Solomon API LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 2, 2026 states: Asset-based fee: up to 1.95% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Solomon API LLC located?**
Solomon API LLC's principal office is in Rockledge, FL, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Solomon API LLC registered with the SEC or a state?**
Solomon API LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 159471.

**How much does Solomon API LLC manage?**
Solomon API LLC reports $388,964,614 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (99% discretionary).

**How have Solomon API LLC's assets and staff changed since 2021?**
In the Form ADV data for Solomon API LLC: Regulatory assets under management: $90,000,000 in the October 2021 data and $388,964,614 in the October 2026 data, up 332%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Solomon API LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (157); high net worth individuals (12); other investment advisers (5).

**Which custodians does Solomon API LLC use?**
Solomon API LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Solomon API LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159471

**Does Solomon API LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 2, 2026 says: "We require a minimum account size of $20,000. However, our minimum account size may be waived at our discretion."

**What changed in Solomon API LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated July 2, 2026)

- Asset-based fee: up to 1.95% of assets a year (the maximum the brochure states)

> Our maximum annual management fee is 1.95%. The management fee is negotiable, and the negotiated management fee will be stated in the client’s signed agreement.

- Account minimum: $20,000 (the brochure says it may be waived or negotiated)

> We require a minimum account size of $20,000. However, our minimum account size may be waived at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $388,964,614
- Discretionary: $384,964,614
- Non-discretionary: $4,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 157 | $64,442,825 |
| High net worth individuals | 12 | $22,234,155 |
| Other investment advisers | 5 | $302,287,634 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, LA, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Cumming, GA
- Schaumburg, IL
- Warrenville, IL

### Websites listed on Form ADV (Item 1.I)
- solomonapi.com
- Facebook @Solomon-API-LP-104489041324906
- LinkedIn @solomon-api-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $90,000,000 | 2 | May 26, 2021 |
| October 2022 | $123,013,880 | 3 | January 27, 2022 |
| October 2023 | $182,900,000 | 3 | September 6, 2023 |
| October 2024 | $280,000,000 | 3 | July 29, 2024 |
| October 2025 | $362,000,000 | 3 | April 9, 2025 |
| October 2026 | $388,964,614 | 3 | September 22, 2026 |

Regulatory assets under management: $90,000,000 in the October 2021 data and $388,964,614 in the October 2026 data, up 332%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in LA.

### June 2026
- Regulatory assets under management went from $173,110,751 to $388,964,614 (+125%).

### April 2026
- Regulatory assets under management went from $362,000,000 to $173,110,751 (-52%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solomon API LLC (CRD 159471): Form ADV filing data as of October 2026.