Apollon Wealth Management, LLC logo

Apollon Wealth Management, LLC

Updated today

Client assets under management

$11,153,233,680

Clients

8,310

32% high-net-worth

Advisors

135

of 199 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

62

Typical

Average account size

$1,342,146

About

Apollon Wealth Management is an SEC‑registered enterprise advisory firm that serves individuals (including high‑net‑worth clients), families and family offices, businesses, charitable organizations, retirement plans and pooled investment vehicles. It delivers investment management, financial planning, retirement plan advisory (including ERISA 3(21)/3(38) services), sub‑advisory and consulting services through a network of roughly 125 investment advisor representatives operating under multiple DBAs and manages approximately $11.6 billion in client assets with an additional pool of assets under advisement.

The firm combines centrally managed model strategies overseen by an Investment Committee with locally managed office strategies where individual IARs retain portfolio decision responsibility, and it applies primarily fundamental analysis alongside tactical allocations and long‑term holdings. Apollon offers ESG risk‑based models and Direct Indexing with ESG overlays, uses back‑tested scenarios as one input (not the sole determinant), employs third‑party Sub‑Managers when appropriate, and incorporates tax management tools such as tax‑loss harvesting in applicable strategies.

Compared with many peers, Apollon operates a wide and branded DBA network and maintains several specialty businesses — notably a CJ Lawrence division that provides UIT portfolio consulting and markets UITs, and an active private funds program (including private credit funds) as well as sub‑advisory roles for insurance‑dedicated funds and PPLI strategies. The firm also discloses notable operational features and relationships that distinguish it: broad multi‑custodian and third‑party technology use (e.g., Orion, SmartX, Pontera), use of generative AI tools in research and modeling, and minority ownership ties to Merchant/related investment platforms and placement channels that can lead to proprietary or affiliated investment opportunities and related conflicts disclosed in its brochure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fees typically start at $5,000 and can exceed $50,000, charged as one-time fixed fee or annual fixed fee.

Commissions

Certain IARs may receive commissions for insurance product sales; also registered representatives receive commissions and 12b-1 fees separately from advisory fees.

Other

Account minimum: $250,000 (may be waived or reduced at Advisor’s sole discretion)

Main office location

Apollon Wealth Management, LLC

111 Coleman Blvd, Suite 402

Mount Pleasant SC 29464, United States

Number of offices

52

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Perrin B

Series 65

Charlotte, NC

Apollon Wealth Management, LLC

Perrin Berry is a financial advisor at Apollon Wealth Management, LLC with two years of industry experience. He holds a Series 65 license and has worked at Apollon Wealth Management since 2022. His prior roles include positions at Crisp Event Rentals, Modern Woodmen, and the Secretary of State’s Office. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and combines centralized investment strategies with local portfolio oversight, integrating both fundamental and tactical approaches alongside tax-aware tools.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Simeon E

ChFC®, Series 63

Mount Pleasant, SC

Apollon Wealth Management, LLC

Simeon Eaves Jr. is a financial advisor at Apollon Wealth Management, LLC with 33 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Apollon Wealth Management in 2018, he worked at Northwestern Mutual in various roles from 1985 to 2018. He is also a 50% owner of Southern Benefits Consultants, LLC, a health insurance sales business. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations. The firm employs a combination of centrally managed strategies and local portfolio oversight, utilizing fundamental and tactical approaches along with tax-aware tools, and supports private funds and alternative investments through its platform structure.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Van H

Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Van Hobbs III is a financial advisor at Apollon Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Drew Stevens, and Northwestern Mutual. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm employs a combination of centrally managed strategies and local portfolio decision-making, utilizing both fundamental and tactical investment approaches along with tax-aware tools and independent sub-managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Brandon B

Series 65

Richmond, VA

Apollon Wealth Management, LLC

Brandon Baker is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at Choreo, LLC and Cary Street Partners. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed strategies with local portfolio decision-making, employing both fundamental and tactical investment approaches alongside tax-aware tools and independent sub-managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

David M

Series 66

Atlanta, GA

Apollon Wealth Management, LLC

David Mirolli is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently a Managing Director and Wealth Advisor at Apollon Wealth Management, LLC, joining the firm in 2023. Prior to this, he held roles at Kalos Management, LLC, Kalos Capital, Inc., and Catalyst Wealth Management, LLC. Outside of his advisory work, Mirolli is a pilot for Delta Air Lines and is the president and founder of South East Private Client Group LLC, which provides pension-related services. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, estates, businesses, charitable organizations, and pooled investment vehicles. The firm offers comprehensive advisory services and employs a structured investment process combining centrally managed strategies with local portfolio oversight, integrating both fundamental and tactical approaches alongside tax-aware tools.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Luke D

Series 66

Redondo Beach, CA

Apollon Wealth Management, LLC

Luke Dillon is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James and Associates before joining Apollon Wealth Management in 2022. Dillon also maintains a registered representative role at Purshe Kaplan Sterling Investments, Inc., and is involved in insurance sales. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach integrates centrally managed strategies with local portfolio oversight, utilizing both fundamental and tactical methods alongside tax-aware tools and independent sub-managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Robert P

Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Robert Powell is a Series 65 licensed financial advisor with Apollon Wealth Management, LLC, where he has worked since 2023. Prior to joining Apollon, he held roles in education and pest control. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and combines centralized investment strategies with local portfolio oversight, utilizing both fundamental and tactical approaches along with tax-aware tools and alternative investment options.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Alec K

Series 65

Boise, ID

Apollon Wealth Management, LLC

Alec Kelso Capili is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Real Money Pros LLC, operated as a sole proprietor, and held roles at Cumulus Media and The Evergreen State College. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a combination of centrally managed strategies and local portfolio decision-making, employing both fundamental and tactical investment approaches alongside tax-aware tools and independent sub-manager engagement.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Nicholas D

Series 66

Boise, ID

Apollon Wealth Management, LLC

Nicholas Daniels is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Apollon Wealth Management, LLC and is also registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes. His prior work experience includes roles at Thrivent Financial, Creative Financial Designs, Inc., and several other firms. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment strategies with local portfolio oversight, employing both fundamental and tactical approaches along with tax-aware tools and independent sub-managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Gavin D

Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

Gavin Dooley is a financial advisor at Apollon Wealth Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including PKS Investments, CETERA Advisor Networks LLC, Commonwealth, and Minnesota Life Insurance Company. Outside of advising, he has ownership in Mill Overlook Financial, a holding company for managing revenue and expenses related to securities business activities. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a combined centrally managed and local portfolio oversight approach, utilizing both fundamental and tactical investment strategies alongside tax-aware tools and alternative investment options.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Brian D

Series 65

Franksburg, MD

Apollon Wealth Management, LLC

Brian Davis is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at CIC Wealth, LLC and Commonwealth Financial Network prior to joining Apollon Wealth Management. He is also involved with Clearview Consulting, Inc, which he has been associated with for over a decade. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a hybrid investment approach combining centrally managed strategies with local portfolio decision-making, incorporating tax-aware tools and alternative investment options.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Richard S

Series 63, Series 65

Newton, PA

Apollon Wealth Management, LLC

Richard Simkus is a financial advisor at Apollon Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Frontier Solutions, LLC, Prism Advisory Group, LLC, and Thomas Mcdonald Partners LLC. He has also served as managing member of Prism Advisory Group LLC and investment manager for Prism Jade Fund LP. Apollon Wealth Management serves a broad client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a platform model that combines centralized strategy oversight and local portfolio management, utilizing quantitative and qualitative investment approaches alongside tax-aware tools and alternative investment options.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Jack C

Series 63, Series 65

Atlanta, GA

Apollon Wealth Management, LLC

Jack Cayce is a financial advisor at Apollon Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Catalyst Wealth Management, and LPL Financial. In addition to his advisory role, he is an insurance agent providing life, disability, and fixed annuity solutions. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a combined investment approach that integrates centrally managed strategies and local portfolio oversight, employing fundamental and tactical methods along with tax-aware tools.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Daniel M

Series 63, Series 65

Braintree, MA

Apollon Wealth Management, LLC

Daniel Marnik is a financial advisor at Apollon Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Apollon Wealth Management in 2024, he worked at Royal Alliance Associates, Inc., Brookline Bank, Infinex Investments, Inc., and Citizens Securities, Inc. Outside of financial advising, he owns and operates High Voltage Paintball. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a multi-layered investment process that integrates fundamental and tactical strategies, tax-aware tools, and independent sub-managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Adam K

Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Adam King is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has been with Apollon since 2020. Prior to joining Apollon, he worked at SAIC for 14 years. Apollon Wealth Management serves a diverse client base, including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a multi-layered investment process that integrates fundamental and tactical approaches, tax-aware tools, and independent sub-managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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