Wealth Manager
    SEC Registered
    Manages Private Funds

    Apollon Financial, LLC

    Registered investment advisor · Mount Pleasant, South Carolina · CRD #321217

    Assets Under Management
    $1.4B
    Client Accounts
    2,819
    Employees
    29
    CRD Number
    321217
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Apollon Financial, LLC

    Apollon Financial, LLC is a wealth management firm offering financial planning, investment advisory, and risk management services. The firm focuses on customized financial solutions for individuals. The company size is small, with 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Apollon Financial, LLC

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    Frequently Asked Questions

    What is Apollon Financial, LLC's AUM?

    Apollon Financial, LLC reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Apollon Financial, LLC headquartered?

    Apollon Financial, LLC is headquartered in Mount Pleasant, South Carolina.

    What is Apollon Financial, LLC's CRD number?

    Apollon Financial, LLC's CRD number is 321217. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Apollon Financial, LLC manage?

    Apollon Financial, LLC manages approximately 2,819 client accounts according to its latest SEC filing.

    Is Apollon Financial, LLC SEC registered?

    Yes, Apollon Financial, LLC is registered with the SEC as an investment adviser with an approved registration status.

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