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AdvisorCensus / Financial advisors / South Carolina / Charleston / Apollon Financial, LLC

Apollon Financial, LLC

Mount Pleasant, SCSEC-registered investment adviserCRD 321217

Filed as APOLLON FINANCIAL, LLC

Apollon Financial, LLC is an SEC-registered investment advisory firm in Mount Pleasant, SC, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 22, 2026.

4 years
registered since 2022
$1,447,040,552
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Apollon Financial, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Apollon Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

What does Apollon Financial, LLC's brochure say about its fees?

Its Form ADV Part 2A brochure dated June 22, 2026 states: Asset-based fee: up to 3% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Apollon Financial, LLC located?

Apollon Financial, LLC's principal office is in Mount Pleasant, SC, according to its Form ADV; the July 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

Is Apollon Financial, LLC registered with the SEC or a state?

Apollon Financial, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321217.

How much does Apollon Financial, LLC manage?

Apollon Financial, LLC reports $1,447,040,552 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).

How have Apollon Financial, LLC's assets and staff changed since 2022?

In the Form ADV data for Apollon Financial, LLC: Regulatory assets under management: $0 in the October 2022 data and $1,447,040,552 in the October 2026 data. Total employees: 7 in October 2022 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Apollon Financial, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (827); high net worth individuals (429); corporations or other businesses not listed above (2).

Which custodians does Apollon Financial, LLC use?

Apollon Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

Does Apollon Financial, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321217

Does Apollon Financial, LLC state an account minimum?

Its Form ADV Part 2A brochure dated June 22, 2026 says: "Apollon Financial requires a minimum relationship size of $250,000 to effectively implement its investment process. This amount may be waived or reduced at Apollon Financial’s sole discretion."

What changed in Apollon Financial, LLC's recent Form ADV filings?

In the May 2026 filing data: Registered or notice-filed in DC, DE, LA, MA, NE, TN.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: up to 3% of assets a year (the maximum the brochure states)

The brochure's wording
Assets under management fees range up to 3.0% annually.

Account minimum: $250,000 (the brochure says it may be waived or negotiated)

The brochure's wording
Apollon Financial requires a minimum relationship size of $250,000 to effectively implement its investment process. This amount may be waived or reduced at Apollon Financial’s sole discretion.

As stated in the firm's Form ADV Part 2A brochure dated June 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$1,447,040,552

$1,447,040,552 as of October 2026, filing dated June 22, 2026.

Discretionary: $1,447,040,552.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 827 Assets $310,369,623 (21%)
High net worth individuals
Clients 429 Assets $1,136,528,810 (79%)
Corporations or other businesses not listed above
Clients 2 Assets $142,119 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Also doing business as
CENTERPOINT, FOXEN FINANCIAL
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 29. Performing investment advisory functions: 18.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
5 other offices, as of the July 2026 filing
Crownsville, MDDowners Grove, ILGreenville, SCHinsdale, ILKing of Prussia, PA
States registered or notice-filed
28 states or jurisdictions
AZCACOCTDCDEFLGAILINLAMAMDMIMNMONCNENHNJNYOHPASCTNTXVAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$0 2022 $147M 2023 $482M 2024 $890M 2025 $1.45B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,447,040,55229June 22, 2026
October 2025$890,408,92423July 8, 2025
October 2024$482,318,69010September 4, 2024
October 2023$146,637,1699June 28, 2023
October 2022$07August 30, 2022

Regulatory assets under management: $0 in the October 2022 data and $1,447,040,552 in the October 2026 data.

Total employees: 7 in October 2022 and 29 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. May 2026
    • Registered or notice-filed in DC, DE, LA, MA, NE, TN.
  2. April 2026
    • No longer lists the business name Foxen Financial an Affiliate of Apollon Financial.
    • Added the business name Foxen Financial.
    • Added the business name Centerpoint.
    • Employees performing advisory functions went from 13 to 18.
    • Regulatory assets under management went from $890,408,924 to $1,447,040,552 (+63%).
    • Updated its list of owners and control persons (Schedule A).
  3. February 2026
    • Updated its list of owners and control persons (Schedule A).
  4. December 2025
    • Registered or notice-filed in MD.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
apollonfinancial.comcenterpointwa.comdoryfinancialplanner.comfoxenfinancial.comgraniteinvestmentgrp.comgreenville.apollonfinancial.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Apollon Financial, LLC (CRD 321217): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/apollon-financial-llc-mount-pleasant-sc-321217