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APOLLON FINANCIAL, LLC
CRD 321217File 801-125787
APPROVED
Retail clients
Filing as of Jun 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.45B
Above cohort median (national)
Discretionary AUM
$1.45B
Clients
1,258
2,819 accounts
Employees
29
Top 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 2, 2022
- Principal office
- 111 COLEMAN BLVD, SUITE 402, MOUNT PLEASANT, SC, 29464
- Phone
- 843-579-0018
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.45B
- Discretionary AUM
- $1.45B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,819
- Non-discretionary accounts
- 0
- Total accounts
- 2,819
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $142K |
| High net worth individuals | 429 | $1.14B |
| Individuals (other than high net worth individuals) | 827 | $310.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 29 | increased by6 |
| Apr 1, 2026 | Clients | 833 | 1,258 | increased by425 |
| Apr 1, 2026 | AUM | $890,408,924 | $1,447,040,552 | increased by$556,631,628 |
| Apr 1, 2026 | Accounts | 1,700 | 2,819 | increased by1,119 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 23 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $890,408,924 | increased by$890,408,924 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 1,700 | increased by1,700 |
| Sep 1, 2022 | Employees | 2 | 7 | increased by5 |
| Jul 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “APOLLON FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“APOLLON FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.