Apollon Financial, LLC
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
FINTRXOverview
Apollon Financial, LLC is an independent registered investment adviser that began SEC registration in 2022. The firm acts as a capital allocator for both individuals and families and institutional clients, offering a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting-related services, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Apollon reports an active ESG investing orientation and works with third-party managers as part of its advisory toolkit.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities16%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds5%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 275Active vs passive
$829M in ETFs
75%
$623M
18%
$205M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $46.4M | 60,579 | 5.60% |
Location
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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