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Mount Pleasant, SC Office

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Apollon Wealth Management, LLC logo

Apollon Wealth Management, LLC

Multi-team

Firm-wide stats for Apollon Wealth Management, LLC

Total advisors

145

Across 67 offices

Clients per advisor

57 Typical

Avg AUM per client

$1,342,146 High

HNW client ratio

32% High

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.

Based on Apollon Wealth Management, LLC

Expertise

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

Based on Apollon Wealth Management, LLC

Occupation focus

Founder/Business Owner

Based on Apollon Wealth Management, LLC

Location

111 Coleman Blvd, Suite 402

Mount Pleasant SC 29464

Advisors at this office

24

Advisors at this office

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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
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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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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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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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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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Robert W

CFP®, Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Robert Wolfe is a CFP® professional based in Mount Pleasant, SC, with 26 years of industry experience. He has held roles at Apollon Wealth Management, LLC since 2021 and previously worked at Goldman Sachs & Co., Mercer Allied Company, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. Outside of his advisory work, Wolfe is involved as a referral real estate agent. Apollon Wealth Management, LLC 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 models with locally managed portfolios, offering diversified strategies including ESG models and Direct Indexing, and provides portfolio management, advisory, and consulting services for various client types 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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William Y

CFP®, Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

William Yex is a CFP® with four years of industry experience currently with Apollon Wealth Management, LLC. His prior roles include positions at Lion Street Financial, Guardian Life Insurance, and The Vanguard Group, among others. He is also involved in insurance sales and servicing. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, utilizing a combination of centrally managed models 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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Michael L

CFP®, Series 63

Mount Pleasant, SC

Apollon Wealth Management, LLC

Michael Lewis II is a CFP® professional with 14 years of experience in financial services, currently serving at Apollon Wealth Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2011 to 2018. He is also associated with Apollon Insurance Group and may earn commissions from certain insurance companies for sales of non-variable insurance products. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including high-net-worth individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and tax-managed 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
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Andrew J

CFP®, Series 63, Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

Andrew Jaffee is a CFP® professional with 18 years of industry experience, currently serving at Apollon Wealth Management, LLC. His career includes over a decade at Northwestern Mutual in various roles before joining Apollon in 2018. He is president of the PlayToday! Foundation, a nonprofit organization. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed strategies with locally managed portfolios, offers a range of investment products including ESG models and direct indexing, and provides portfolio management, retirement plan advisory, and consulting services.

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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James T

Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

James Torykian is a financial advisor at Apollon Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for five years. Outside of finance, he has worked in the restaurant industry at Swig n Swine, Dog n Duck, and Home Team BBQ. 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 offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and Direct Indexing.

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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Anthony C

CFP®, ChFC®, Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Anthony Case is a CFP® and ChFC® with 15 years of experience in the financial services industry. He is currently with Apollon Wealth Management, LLC and Apollon Insurance Group, where he has worked since 2018. Prior to that, he spent eight years at Northwestern Mutual in various wealth management and investment roles. Case is also involved in insurance sales, dedicating approximately 10% of his time to this non-investment activity. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios across a variety of asset classes, offering specialized services including portfolio management, sub-advisory roles, and consulting for pooled and insurance-dedicated 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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Patrick T

Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Patrick Tang is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Apollon Wealth Management, he worked at W&S Brokerage Services and Western & Southern Life. He serves as a finance committee member for Charleston Hope, a nonprofit organization. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and sub-advisory roles, investing across various asset classes and incorporating ESG models and 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

Michael G

CFP®, ChFC®, Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

Michael Green is a CFP® and ChFC® with 12 years of experience in the financial services industry. He currently works at Apollon Wealth Management, LLC and has prior experience at Northwestern Mutual in various roles from 2014 to 2018. He is also involved in insurance sales outside of his advisory work. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of financial planning and portfolio management services, including ESG models, Direct Indexing, and sub-advisory roles for pooled and insurance-dedicated 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
user avatar

Michael F

Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

Michael Floyd is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 credential and 25 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 22 years before joining Apollon and Purshe Kaplan Sterling Investments. Outside of financial advising, he owns and operates MRF Equipment, LLC, an agricultural business focused on hay and cattle farming. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, and advisory services with a centralized investment committee and locally managed portfolios, employing a range of investment vehicles including ESG models and alternative strategies.

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

Nicholas P

Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Nicholas Pavia is a financial advisor at Apollon Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Group, Securian Financial Services, Minnesota Life Insurance Company, and Cetera. He is also the owner of NCP Financial Services, LLC, a support company based in Mount Pleasant, SC. Apollon Wealth Management is a multi-team registered adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and invests across a range of asset classes including mutual funds, equities, fixed income, and alternatives, while providing services such as financial planning, portfolio management, and sub-advisory roles.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
View complete list of advisors at this office
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