|
⚲
|
| Apollon Financial LLC
✚
|
|
|---|---|
| CRD # | 321217 |
| SEC # | 801-125787 |
| CIK # | 0002011195 |
| AUM | $1.4 B (2026-06-22) |
| Employees | 29 (62% Investors, 62% Brokers) |
| Phone | 843-579-0018 |
| Address | 111 Coleman Blvd Mount Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 35.7 | |
| Apple Inc | 20.7 | |
| Alphabet Inc | 20.3 | |
| Amazon Com Inc | 18.6 | |
| Alphabet Inc | 14.7 | |
| Microsoft Corp | 14.6 | |
| Broadcom Inc | 7.3 | |
| Costco Wholesale Corp /NEW | 7.2 | |
| SPDR Gold Trust | 7.1 | |
| iShares Comex Gold Trust | 6.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 827 | 310.4 |
| (b) Individuals (high net worth individuals) | 429 | 1,136.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,819 | 1,447.0 |
| By Discretionary | ||
| Discretionary | 2,819 | 1,447.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,819 | 1,447.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 1,446.3 | |
| Total | 2,819 | 1,447.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011195] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Forge Financial Services LLC
✚
|
OK | 1.5 |
|
Redhawk Wealth Advisors Inc
✚
|
MN | 1.5 |
|
Alpine Private Capital LLC
✚
|
MO | 1.5 |
|
iCapital LLC
✚
|
MA | 1.5 |
|
Valley Wealth Strategies LLC
✚
|
CA | 1.4 |
|
Haven Global Partners LLC
✚
|
GA | 1.4 |
|
Campbell Newman Asset Management Inc
✚
|
WI | 1.4 |
|
Fusion Family Wealth LLC
✚
|
NY | 1.4 |
|
Spirepoint Private Client LLC
✚
|
FL | 1.4 |
|
Parkside Investments LLC
✚
|
IL | 1.4 |