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API Capital, LLC

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Client assets under management

$3,998,390

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

API Capital provides portfolio management and financial planning services, preparing written Investment Policy Statements and, where authorized, managing client accounts on a discretionary basis. The firm’s stated investment universe includes mutual funds, fixed income, real estate funds (including REITs), equities, ETFs, TIPS, non-U.S. securities, venture capital funds and private placements.

The firm describes a multi‑method analytical approach—charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis—and pursues both long‑term trading and options strategies (including covered and uncovered positions and spreads). API Capital documents client goals and risk tolerance in an IPS, seeks fair allocation of limited investment opportunities among clients, and delivers quarterly account reports through custodians.

Notable disclosures in the brochure include affiliations with an accounting firm and with a real estate brokerage, and the availability of hourly financial‑planning fees (listed in the ADV at $300–$475 per hour) alongside fixed planning fees—features that are less common among peers in this adviser category. The brochure also notes the firm’s modest assets under management, no participation in wrap‑fee programs, and that it does not accept performance‑based compensation.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments Real estate investing

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Fee options

Fixed

$3,000 to $7,000 fixed fee for financial planning

Percentage

$1 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $7,000,000: 0.65% $7,000,001 - $10,000,000: 0.55% $10,000,001+: 0.50%

Project-based

$300 to $475 per hour

Main office location

API Capital, LLC

1001 Galaxy Way, Suite 205

Concord CA 94520, United States

Number of offices

1

Most active in

More info

California

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn 925-827-2222

Advisors at this firm

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user avatar

Matthew C

Series 65

Concord, CA

API Capital, LLC

Matthew Coons is a financial advisor at API Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at DWS Group for 11 years. Outside of his advisory role, Coons is an accountant and owner of API Accounting, Tax & Advisory, Inc., and is also a licensed real estate broker, though he does not offer real estate services to clients. API Capital, LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a variety of analytical methods and offers discretionary trading authority, combining long-term trading with options strategies, while also delivering financial planning on a fixed-fee or hourly basis.

Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

Kelby H

Series 65

Concord, CA

API Capital, LLC

Kelby Houston is a financial advisor at API Capital, LLC in Concord, CA, holding a Series 65 designation with one year of industry experience. He is also a partner and accountant at API Accounting, Tax & Advisory, Inc., a role he has held since 2014. API Capital, LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing a diverse range of investment strategies and analytical methods. The firm integrates its affiliation with an accounting practice into its services while maintaining a small team structure.

Options & derivatives strategies Private / alternative investments Real estate investing
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