APC Financial Group
APC Financial Group (dba Callero Capital Wealth Management) is a private Illinois-based wealth management firm founded in 1993, offering personalized financial planning, investment advisory, retirement, estate, tax, and insurance services to individual investors, pre-retirees, and small business owners in the Chicago metro area.
- Company typePrivate
- Founded1993
- HeadquartersMount Prospect, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What APC Financial Group does
APC Financial Group, operating as Callero Capital Wealth Management, is a private wealth management and financial advisory firm founded in 1993 and headquartered in Mount Prospect, Illinois. The firm provides personalized financial planning services—including retirement, investment, estate, tax, and insurance solutions—to pre-retirees, retirees, individual investors and families, and small business owners primarily within the Illinois market and across additional U.S. states where its advisors are properly registered. The firm is led by Anthony P. Canonaco (CEO & Founder, CPA, Financial Advisor) and operates with 1-10 employees.
The firm's offering is delivered through a Cetera-anchored technology and compliance stack. Securities are offered through Cetera Financial Specialists LLC (member FINRA/SIPC) and investment advisory services through Cetera Investment Advisers LLC, with the firm holding Series 7, 6, 63, 65 and Life and Health Insurance licenses. Client-facing technology consists of the AdviceWorks client portal for account access and portfolio tracking, supplemented by six content-driven resource centers covering retirement, investment, estate, tax, money, and lifestyle topics. Website and content infrastructure is provided through a technology partnership with FMG Suite.
Revenue is generated through three streams: recurring investment advisory fees (subscription/recurring), securities transaction fees, and insurance commissions. Distribution is relationship-based, with licensed financial advisors acquiring clients through referrals, professional reputation, and direct outreach. Pricing is quote-based and tailored to individual client circumstances rather than published fee schedules, and the firm does not disclose standardized pricing.
APC Financial Group firmographics
Firmographics- Name
- APC Financial Group
- Legal name
- Callero Capital
- Website
- https://apc-cpa.com
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- APC Financial Group (dba Callero Capital Wealth Management) is a private Illinois-based wealth management firm founded in 1993, offering personalized financial planning, investment advisory, retirement, estate, tax, and insurance services to individual investors, pre-retirees, and small business owners in the Chicago metro area.
- Ownership category
- akta.pro rank
APC Financial Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Finance and Insurance (52)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Life Insurance (6311)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where APC Financial Group is headquartered
LocationHeadquarters
- HQ city
- Mount Prospect
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
APC Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Services: Fee-based investment advisory services offered through Cetera Investment Advisers LLC. Provides personalized financial planning and investment strategy development for clients.
- Securities Trading: Securities products offered through Cetera Financial Specialists LLC (member FINRA/SIPC). Licensed to offer Series 7, 63, and related securities products.
- Insurance Products: Life and Health Insurance products offered as part of comprehensive financial planning solutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Customized advisory services with pricing determined through consultation |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
APC Financial Group product offering
Product offeringCore offering
APC Financial Group (dba Callero Capital Wealth Management) provides personalized wealth management and financial planning services including investment advisory, securities brokerage, life and health insurance, retirement income planning, and personal and corporate tax strategy. Services are delivered by licensed financial professionals holding Series 7, 6, 63, 65, and Life and Health Insurance licenses, supported by the AdviceWorks client portal for online account access.
Product overview
Callero Capital is a financial planning and investment advisory firm offering a unified wealth management platform with client portal access (AdviceWorks) and six specialized resource centers covering Retirement, Investment, Estate, Tax, Money, and Lifestyle topics. The core offering centers on personalized financial strategies and comprehensive planning services, supported by market insights from Cetera Financial. The resource centers function as educational and advisory modules within the overall wealth management service.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Services Fee-based personalized investment advisory and financial planning services offered through Cetera Investment Advisers LLC for individuals and families seeking tailored investment strategies.
- Securities Brokerage
Companies that use APC Financial Group
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
APC Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
APC Financial Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Cetera Financial Specialists LLCcoreSecurities are offered through Cetera Financial Specialists LLC, a member of FINRA/SIPC. This is a core distribution partnership enabling the firm to offer securities products and services to clients through registered representatives.
- Cetera Investment Advisers LLCcoreInvestment Advisory services are offered through Cetera Investment Advisers LLC. This partnership provides the regulatory framework and compliance infrastructure for registered investment advisory services.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
APC Financial Group competitors and assessment
Company assessmentDirect peers
- Edward Jones: One of the largest U.S. independent advisor networks serving mass-affluent and retirement-focused clients with personalized financial planning and investment services. Closely comparable to APC/Callero in target segment, relationship-led model, and reliance on a broker-dealer affiliation.
- Fisher Investments: Independent investment management firm primarily serving high-net-worth and mass-affluent retail clients with personalized portfolio management and retirement planning. Comparable in private, personalized advisory model targeting retirement-age investors.
- Mariner Wealth Advisors: National independent wealth management firm serving high-net-worth and mass-affluent clients with personalized planning across investment, tax, retirement, and estate services. Directly comparable service mix and personalized delivery model.
- Creative Planning: Large, fast-growing independent RIA offering comprehensive wealth management, tax, and estate planning to individuals and families. Comparable in its full-stack financial planning value proposition, though at significantly larger scale than APC/Callero.
Broad incumbents
- Stifel Financial: Full-service brokerage and wealth management firm offering investment advisory, retirement, and financial planning services. Comparable in target clientele and broad wealth management offering, though with institutional scale.
- Cetera Financial Group: Large independent broker-dealer and RIA platform that hosts APC/Callero and thousands of similar advisor practices. Comparable as the host infrastructure and product shelf enabling the firm's securities and advisory services delivery.
- Ameriprise Financial: Large diversified financial services company with a substantial advisor channel serving mass-affluent and retirement-focused clients with planning, investment, and insurance products. Comparable in segment, product mix, and advisor-led delivery.
- Charles Schwab: Major brokerage and wealth management firm offering both self-directed and advisor-served investment services to mass-affluent and retirement-focused clients. Comparable in target market and product range, and operates a competing advisor-services platform.
- Raymond James Financial: Major diversified financial services firm with a large independent advisor channel offering investment, retirement, and tax planning. Comparable target market and product breadth, though operating at significantly larger scale.
- LPL Financial: Largest U.S. independent broker-dealer supporting thousands of small advisory practices with similar mass-affluent, retirement-focused client bases. Directly comparable as the operating model and target market closely mirror APC/Callero's setup.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
APC Financial Group social profiles
Digital presenceAPC Financial Group compliance and trust
Trust signalCompliance2 records
APC Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
APC Financial Group leadership team
Management profileNumber of profiles
Profiles1 record
APC Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
APC Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about APC Financial Group
What does APC Financial Group do?
APC Financial Group (dba Callero Capital Wealth Management) provides personalized wealth management and financial planning services including investment advisory, securities brokerage, life and health insurance, retirement income planning, and personal and corporate tax strategy. Services are delivered by licensed financial professionals holding Series 7, 6, 63, 65, and Life and Health Insurance licenses, supported by the AdviceWorks client portal for online account access.
Is APC Financial Group a public or private company?
APC Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was APC Financial Group founded?
APC Financial Group was founded in 1993. It employs 1 to 10 people.
Where is APC Financial Group based?
APC Financial Group is headquartered in Mount Prospect, United States, in the North America region.
How does APC Financial Group make money?
Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are securities Trading and insurance Products.
Who are APC Financial Group's main competitors?
Direct peers on record are Edward Jones, Fisher Investments, Mariner Wealth Advisors and Creative Planning. Broad incumbents are Stifel Financial, Cetera Financial Group, Ameriprise Financial, Charles Schwab, Raymond James Financial and LPL Financial.
Does APC Financial Group have an API?
No public API is recorded for APC Financial Group.
What industry is APC Financial Group in?
APC Financial Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.