{
  "crd_number": 321217,
  "slug": "apollon-financial-llc-mount-pleasant-sc-321217",
  "primary_business_name": "APOLLON FINANCIAL, LLC",
  "legal_name": "APOLLON FINANCIAL, LLC",
  "dbas": [
    "CENTERPOINT",
    "FOXEN FINANCIAL"
  ],
  "city": "Mount Pleasant",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16700",
  "metro": {
    "cbsa_code": "16700",
    "common_name": "Charleston",
    "msa_name": "Charleston-North Charleston, SC",
    "path": "/advisors/sc/charleston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-06-02",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-22",
  "carried_forward": false,
  "raum_total": 1447040552.0,
  "raum_discretionary": 1447040552.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 29,
  "advisory_employees": 18,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 310369623.0,
      "count": 827
    },
    "high_net_worth_individuals": {
      "raum": 1136528810.0,
      "count": 429
    },
    "corporations_other_businesses": {
      "raum": 142119.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WI"
  ],
  "websites": [
    "https://apollonfinancial.com",
    "https://centerpointwa.com",
    "https://doryfinancialplanner.com",
    "https://facebook.com/apollonfinancial",
    "https://foxenfinancial.com",
    "https://graniteinvestmentgrp.com",
    "https://greenville.apollonfinancial.com",
    "https://linkedin.com/company/apollon-financial",
    "https://twitter.com/ApollonFin"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321217",
  "city_as_filed": "MOUNT PLEASANT",
  "url": "https://advisorcensus.com/firm/apollon-financial-llc-mount-pleasant-sc-321217",
  "display_name": "Apollon Financial, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Apollon Financial, LLC (CRD 321217): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Apollon Financial, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "What does Apollon Financial, LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Apollon Financial, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Apollon Financial, LLC registered with the SEC or a state?",
      "a": "Apollon Financial, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321217."
    },
    {
      "q": "How much does Apollon Financial, LLC manage?",
      "a": "Apollon Financial, LLC reports $1,447,040,552 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Apollon Financial, LLC's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Apollon Financial, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Apollon Financial, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Apollon Financial, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Apollon Financial, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Apollon Financial, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in DC, DE, LA, MA, NE, TN."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 7,
      "filing_date": "2022-08-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 146637169.0,
      "total_employees": 9,
      "filing_date": "2023-06-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 482318690.0,
      "total_employees": 10,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 890408924.0,
      "total_employees": 23,
      "filing_date": "2025-07-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1447040552.0,
      "total_employees": 29,
      "filing_date": "2026-06-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in DC, DE, LA, MA, NE, TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in MD."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 22, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "3% of assets a year",
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 3% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Assets under management fees range up to 3.0% annually."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "Assets under management fees range up to 3.0% annually.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/apollon-financial-llc-mount-pleasant-sc-321217.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 827,
      "fewer_than_5": false,
      "raum": 310369623.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 429,
      "fewer_than_5": false,
      "raum": 1136528810.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 142119.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321217",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}