Apollon Wealth Management, LLC logo

Apollon Wealth Management, LLC

Updated today

Client AUM

$11,153,233,680

Clients

8,310

Advisors

145

across 67 offices

About

Apollon Wealth Management, LLC is an SEC‑registered multi‑team adviser that serves individuals, high‑net‑worth clients, families and family offices, trusts and estates, businesses, charitable organizations and retirement plans, and also accepts pooled vehicles and insurance company clients. The firm provides financial planning, discretionary and non‑discretionary portfolio management, retirement plan advisory, sub‑advisory and consulting services, and acts as investment advisor to private funds and other pooled investment vehicles.

Apollon combines centrally managed model strategies overseen by an Investment Committee with locally managed portfolios run by its network of investment advisor representatives operating under various DBAs, and it monitors local managers through a Local Office Due Diligence Sub‑Committee. The firm invests across mutual funds, ETFs, equities, fixed income and alternative vehicles, offers ESG models and Direct Indexing with tax management overlays, and uses third‑party sub‑managers and external managers where appropriate to tailor client solutions.

Compared with many multi‑team peers, Apollon engages in a number of statistically less common activities: it serves insurance company clients, provides portfolio management and sub‑advisory services for pooled and insurance‑dedicated funds (including private credit funds and sub‑advisory roles for PPLI/IDFs), and performs portfolio consulting for unit investment trusts through its CJ Lawrence division. The firm also manages held‑away assets via third‑party connectivity platforms and discloses minority outside ownership interests that link it to certain third‑party investment solutions, with those relationships subject to Investment Committee due diligence and disclosure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting services may be charged as a one-time fixed fee or annual fixed fee, negotiated per client.

Percentage

up to 2.00% annually

Commissions

Certain IARs may receive commissions for insurance products; also some IARs registered representatives earn commissions through broker-dealers (PKS, Cabot Lodge, AE Financial Services).

Other

Account minimum: $250,000 Fee-only: Financial planning fees typically start at $5,000 and can exceed $50,000 depending on scope.

Main office

See office

111 Coleman Blvd, Suite 402

Mount Pleasant SC 29464

Advisors at this office

24

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

Also doing business as

Adh Wealth · Adi Dassler International Family Office · Apollon Bridgemark · Apollon New England · Apollon Wealth Management, LLC · Bluechip Wealth Management · Cascade Apollon · Catalyst Apollon · Chornyak & Associates · Cic Wealth · Cj Lawrence · Cjl · Jason Young And Associates · Je Wilson Of Apollon · Lifetrac · Pelley Group Of Apollon · Piershale Financial Group Of Apollon · Podesta Capital Apollon · Prism Advisory Group · Proper Wealth Management · R3 Capital · Sunshine Wealth Advisors, LLC · Telos Wealth Advisors · Tree City Advisors Of Apollon · Wealth Empowerment Financial Group · Westside Wealth Management Of Apollon

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 a Series 65 designation and three years of industry experience. His prior work includes roles at Crisp Event Rentals, Modern Woodmen, and the Secretary of State's Office. Apollon Wealth Management is an SEC-registered multi-team firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios tailored through a comprehensive oversight structure.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Simeon E

ChFC®, Series 63

Mount Pleasant, SC

Apollon Wealth Management, LLC

Simeon Eaves Jr. is a financial advisor with Apollon Wealth Management, LLC holding the ChFC® designation and Series 63 license, with 33 years of industry experience. His prior roles include longstanding positions at Northwestern Mutual and more recent experience with Purshe Kaplan Sterling Investments. Outside of advisory services, he is a 50% owner of Southern Benefits Consultants, LLC, a health insurance sales business. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a range of clients including individuals, high-net-worth families, trusts, businesses, and charitable organizations. The firm uses a combination of centrally managed model strategies and locally managed portfolios, offering diverse investment options such as ESG models and tax-managed overlays, and provides specialized services including portfolio management for private funds and insurance clients.

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

Van H

Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Van Hobbs III is a financial advisor with Apollon Wealth Management, LLC holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Ameriprise, Drew Stevens, and Northwestern Mutual. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering financial planning, portfolio management, and consulting services across a broad range of asset classes and tailored client solutions.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Brandon B

Series 65

Richmond, VA

Apollon Wealth Management, LLC

Brandon Baker is a financial advisor at Apollon Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has prior work experience at Choreo, LLC and Cary Street Partners. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and institutional clients. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory services, utilizing a combination of centrally managed strategies and locally managed portfolios tailored to client needs.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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David M

Series 66

Atlanta, GA

Apollon Wealth Management, LLC

David Mirolli is a Series 66 credentialed financial advisor with 20 years of industry experience. He currently serves as a managing director and wealth advisor at Apollon Wealth Management, LLC. Mirolli's background includes roles at Kalos Management, Catalyst Wealth Management, and he has been employed as a pilot for Delta Air Lines since 2013. Outside of advising, he is the founder and president of South East Private Client Group LLC, providing pension-related services. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and consulting services, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor investment solutions.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Luke D

Series 66

Redondo Beach, CA

Apollon Wealth Management, LLC

Luke Dillon is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates. Dillon also maintains a registered representative role at PURSHE KAPLAN STERLING INVESTMENTS, Inc. alongside his advisory duties. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled vehicles. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed strategies with locally managed portfolios to tailor investment solutions.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Robert P

Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Robert Powell is a financial advisor with Apollon Wealth Management, LLC and holds a Series 65 designation. He has been with Apollon since 2023 and has prior experience working in pest control and education. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed investment strategies with locally managed portfolios across a range of asset classes and specialized products.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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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 is an SEC-registered multi-team adviser serving a broad range of clients including individuals, high-net-worth families, trusts, businesses, and charitable organizations. The firm offers financial planning and portfolio management through both centralized model strategies and locally managed portfolios, investing across multiple asset types and providing specialized services such as ESG models and sub-advisory support for pooled funds.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Nicholas D

Series 66

Boise, ID

Apollon Wealth Management, LLC

Nicholas Daniels is a Series 66-licensed financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. Prior to joining Apollon in 2022, he worked at Tree City Advisors and held various roles at firms including Thrivent Financial and Creative Financial Designs. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base that includes individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and insurance companies. The firm employs centrally managed model strategies alongside locally managed portfolios, offering services such as financial planning, discretionary and non-discretionary portfolio management, and sub-advisory roles across a broad range of investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Gavin D

Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

Gavin Dooley is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 license and six years of industry experience. His career includes roles at PKS Investments, CETERA Advisor Networks LLC, Commonwealth, and Minnesota Life Insurance Company. He also owned Full Service BBQ in 2019. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, employing a combination of centrally managed models and locally managed portfolios across various asset classes.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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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 previously at CIC Wealth, LLC and Commonwealth Financial Network. He is also involved with Clearview Consulting, Inc., where he has been active for 15 years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and advisory roles for private and pooled investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Richard S

Series 63, Series 65

Newton, PA

Apollon Wealth Management, LLC

Richard Simkus is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Frontier Solutions, Prism Advisory Group, and Thomas Mcdonald Partners. Simkus has also served as managing member of Prism Advisory Group LLC and as investment manager of Prism Jade Fund LP, a hedge fund. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, families, trusts, estates, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and invests across a wide range of asset classes, including ESG models and Direct Indexing with tax management overlays.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and Catalyst Wealth Management. Outside of his advisory role, he is also an insurance agent specializing in life, disability, and fixed annuity products. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving a broad client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, employing a combination of centrally managed strategies and locally managed portfolios across various asset classes and specialized investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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 and has previously worked at Royal Alliance Associates, INC., Brookline Bank, Infinex Investments, Inc., and Citizens Securities, Inc. Outside of finance, he owns and operates High Voltage Paintball on weekends. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, employing a combination of centrally managed strategies and locally managed portfolios across various asset classes.

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

Adam K

Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Adam King is a Series 65-licensed financial advisor with Apollon Wealth Management, LLC, where he has worked since 2020. He has a total of four years of industry experience and previously worked at SAIC for 14 years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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