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KH

Kelby V. Houston

API CAPITAL
CONCORD, CA 94520
CRD#: 8034230
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KH
Kelby Von HoustonAPI CAPITAL

Professional summary

Kelby Von Houston is a registered financial advisor currently at API CAPITAL, LLC located in Concord, California.

Kelby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kelby has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelby Von Houston's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 21, 2025 - Present

API CAPITAL, LLC

Office #1: 1001 Galaxy Way Suite 205, Concord, CA 94520
RIA
CRD#: 334427
CONCORD, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/15/2024
Uniform Investment Adviser Law Examination

Current Firm

AC
API CAPITAL, LLC
API CAPITAL, LLC

CRD#: 334427 / SEC#:

California
Registered Investment Advisory firm - (2/21/2025 Approved)
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Contact information

Main Address
1001 Galaxy Way Suite 205, Concord, CA 94520
Mailing Address
Phone number
(925) 827-2222
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 3,998,390

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

API CAPITAL, LLC

CRD#: 334427Concord, CA 94520

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