MOUNT PLEASANT, SCCRD 321217Latest ADV April 10, 2026
Apollon Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Pleasant, SC. Its latest Form ADV filing, dated April 10, 2026, reports $1.4B in regulatory assets under management, 29 employees, 6 offices, and 2,819 accounts.
Assets Under Management
$1.4B
Employees
29
Offices
6 offices
Total Clients
1,258
Primary office
MOUNT PLEASANT, SC
111 COLEMAN BLVD, SUITE 402, MOUNT PLEASANT, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.7% of total clients.
Top client categories% of clientsClients
1
Individuals
65.7%
827
2
HNWI
34.1%
429
3
Corporations
0.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 10, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts2,819
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee43:1
10Y Employee Change+27 (+1350.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.