Apollon Financial, LLC

RIASEC RegisteredEst. 2022
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$513K
Accounts
2,819
Employees
29
Advisory reps
20

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
321217
Registered since
June 2, 2022
Website
apollonfinancial.com
Custodians
LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.54%
  • Individuals21.45%
  • Corporations / Businesses0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Apollon Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Apollon identifies as an active ESG investor and maintains affiliations with another investment adviser and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 16%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 5%, US Government Bonds 1%, State & Local Bonds 1%, Other 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds5%
  • US Government Bonds1%

Owners & executives

3 of 3
  • Eric Sterner

    Eric Sterner

    Chief Investment OfficerCRD 2621354

  • Michael Dolberg

    Michael Dolberg

    Founding Partner and CEOCRD 4699964

  • Michael Herman

    Michael Herman

    Chief Compliance OfficerCRD 2787565

Contacts

3 of 17

  • Edward Beeker

    Senior Relationship ManagerCRD 5480716

  • Bradley Schaffnit

    Bradley Schaffnit

    Managing DirectorCRD 4394679

  • Glenn Dehollander

    Glenn Dehollander

    Wealth Management AdvisorCRD 3130256

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 259

Active vs passive

$807M in ETFs

Passive

77%

$624M

Active

17%

$182M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$44M58,8065.46%
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Location

Primary office

Mount Pleasant, SC

Charleston

Location

Mount Pleasant, SC

Headquartered in Mount Pleasant, SC, in the South of the United States.

Region
South
County
Charleston
Address
111 Coleman Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth