Apollon Wealth Management, LLC

RIASEC Registered
Total AUM
$11.6B
Discretionary
$11.2B
97% of AUM
Avg account
$463K
Accounts
24,984
Employees
199
Advisory reps
153

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
291902
Registered since
January 22, 2018
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, GOLDMAN SACHS CUSTODY SOLUTIONS, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.91%
  • Individuals16.54%
  • Corporations / Businesses2.39%
  • Pension & Profit Sharing Plans0.51%
  • Pooled Investment Vehicles0.46%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Apollon Wealth Management, LLC is an independent registered investment adviser that registered with the SEC in 2018. The firm operates as an LLC and describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting, and selection of other advisers. Apollon reports using a mix of fee structures (percentage of AUM, hourly, and fixed fees) and identifies itself as an active ESG investor. The firm has drawn industry recognition in recent years, including repeated inclusion in Citywire’s "50 Growers Across America" list (2023–2026), a Barron’s Top 100 RIA Firms placement in 2025, and a listing among AdvisorHub’s "50 RIA Firms to Watch" in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 29%, Cash & Cash Equivalents 9%, Private Funds 4%, Investment Grade Corp Bonds 3%, US Government Bonds 2%, State & Local Bonds 2%, Derivatives 1%, Other 1%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities29%
  • Cash & Cash Equivalents9%
  • Private Funds4%
  • Investment Grade Corp Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 767

Active vs passive

$4.7B in ETFs

Passive

56%

$2.6B

Active

35%

$2.1B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$317M413,3926.79%

Location

Primary office

Mount Pleasant, SC

Charleston

Location

Mount Pleasant, SC

Headquartered in Mount Pleasant, SC, in the South of the United States.

Region
South
County
Charleston
Address
111 Coleman Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth