Data / Investment advisers / South Carolina / Apollon Financial, LLC
Apollon Financial, LLC, Mount Pleasant, SC: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Apollon Financial, LLC is an SEC registered investment adviser with its main office in Mount Pleasant, South Carolina and reports $1.4 billion in regulatory assets under management in its Form ADV filed June 22, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Apollon Financial, LLC (CRD number 321217): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 321217
- SEC file number
- 801-125787
- SEC status
- Approved, effective June 2, 2022
- Main office
- 111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464
- Phone
- (843) 579-0018
- Website
- apollonfinancial.com
- Regulatory AUM
- $1,447,040,552 in the Form ADV filed June 22, 2026
- Discretionary AUM
- $1,447,040,552
- Accounts
- 2,819
- Employees
- 29, of which 18 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 429 | $1.14 billion |
| Individuals (other than high net worth individuals) | 827 | $310.4 million |
| Corporations or other businesses | 2 | $142,119 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.45 billion | March 31, 2026 |
| December 1, 2025 | $890.4 million | September 17, 2025 |
Other advisers in Mount Pleasant
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Apollon Wealth Management, LLC | Mount Pleasant | $11.56 billion | 4 | adviserinfo.sec.gov |
| Morris Financial Concepts, Inc. | Mount Pleasant | $538.4 million | Not listed | adviserinfo.sec.gov |
| Gunderson Capital Management | Mount Pleasant | $395.8 million | Not listed | adviserinfo.sec.gov |
| Saos Capital, LLC | Mount Pleasant | $239.1 million | Not listed | adviserinfo.sec.gov |
| 360 Financial Partners, LLC | Mount Pleasant | $206.5 million | Not listed | adviserinfo.sec.gov |
| Oceanside Advisors LLC | Mount Pleasant | $191.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mount Pleasant, SC
- Investment advisers in South Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Apollon Financial, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.