Apollon Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,446,898,433
Clients
1,256
Advisors
20
across 11 offices
About
Apollon Financial, LLC is an SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, families, family offices, trusts, estates, businesses and retirement plans. The firm manages roughly $1.45 billion through a team of 16 advisors and provides financial planning, discretionary and non‑discretionary portfolio management, retirement‑plan advisory, and access to private and alternative investments.
The firm blends centrally managed model strategies overseen by an Investment Committee with locally managed, advisor‑led portfolios and the use of sub‑advisers. Investment options and tools include ESG risk‑based models, Direct Indexing and tax‑aware techniques such as tax‑loss harvesting, and Apollon supplements its research and monitoring with third‑party technology and generative AI tools.
Apollon’s business model is notable for features that are less common among similar team firms: it operates a multi‑office advisor platform (seven offices), is affiliated with other registered investment advisers within its holding company and makes affiliated models available, and it acts as a sponsor of wrap fee programs. The firm also supports held‑away account connectivity via a third‑party provider (Pontera), participates in multiple LPL advisory programs, and offers curated private investment vehicles (including life settlements and DSTs), which together create a broader platform mix than many peers.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting services can be charged as flat fees, typically starting at $5,000.
$0+: Up to 3.00% annually (negotiable and may vary based on factors) $10,000+: Optimum Market Portfolios Program minimum $25,000+: Model Wealth Portfolios Program minimum for lowest portfolio tier $50,000+: Manager Access Select minimum $5,000+: Guided Wealth Portfolios minimum $250,000+: Personal Wealth Portfolios Program minimum
Commissions may be received by IARs acting as insurance agents or registered representatives for insurance or securities products.
Hourly charges are reported but specific hourly amounts not clearly stated in brochure.
Account minimum: $250,000 Fee-only: Fixed fees for financial planning typically start at $5,000 and can exceed $50,000, charged as one-time fixed or annual fee.
Main office
See office111 Coleman Blvd, Suite 402
Mount Pleasant SC 29464
Advisors at this office
6
Offices (11)
Mount Pleasant, SC
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464
6 advisors
Downers Grove, IL
2001 Butterfield Road Suite 1000, Downers Grove, IL 60515
4 advisors
Crownsville, MD
1321 Generals Highway, Suite 300, Crownsville, MD 21032
2 advisors
Costa Mesa, CA
Costa Mesa, CA
1 advisor
Hickory, NC
Hickory, NC
1 advisor
Most active in
Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Wisconsin
Also doing business as
Apollon Financial, LLC · Centerpoint · Foxen Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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