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API FINANCIAL ADVISORS, LLC

ROCKLEDGE, FL · CRD 304586 · IAPD ↗ · 321-888-2599

$84.7MRegulatory AUM
13Advisory reps
13Employees
464Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
July 2026 — API FINANCIAL ADVISORS, LLC notice-filed in LA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2026 — API FINANCIAL ADVISORS, LLC added office(s): 4 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2026 — QUILITY FINANCIAL ADVISORS is now doing business as API FINANCIAL ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
April 2026 — QUILITY FINANCIAL ADVISORS grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
December 2025 — QUILITY FINANCIAL ADVISORS shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
April 2025 — QUILITY FINANCIAL ADVISORS notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — QUILITY FINANCIAL ADVISORS reported RAUM up 60% ($44.5M -> $71.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2025 — QUILITY FINANCIAL ADVISORS grew from 6 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
January 2025 — QUILITY FINANCIAL ADVISORS notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2024 — QUILITY FINANCIAL ADVISORS notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — QUILITY FINANCIAL ADVISORS reported RAUM up 48% ($30.0M -> $44.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.