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APOLLON FINANCIAL, LLC

MOUNT PLEASANT, SC · CRD 321217 · IAPD ↗ · apollonfinancial.com · 843-579-0018

$1.45BRegulatory AUM
18Advisory reps
29Employees
9Clients
1-10Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — APOLLON FINANCIAL, LLC notice-filed in DC, DE, LA, MA, NE, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — APOLLON FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2026 — APOLLON FINANCIAL, LLC grew from 13 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — APOLLON FINANCIAL, LLC crossed $1B in regulatory AUM ($890.4M -> $1.45B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — APOLLON FINANCIAL, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — APOLLON FINANCIAL, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
August 2025 — APOLLON FINANCIAL, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2025 — APOLLON FINANCIAL, LLC notice-filed in CT, GA, MN, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — APOLLON FINANCIAL, LLC added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — APOLLON FINANCIAL, LLC crossed $500M in regulatory AUM ($482.3M -> $890.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
74
April 2025 — APOLLON FINANCIAL, LLC grew from 7 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
October 2024 — APOLLON FINANCIAL, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — APOLLON FINANCIAL, LLC notice-filed in AZ, CA, FL, IN, MI, NC, NY, OH, TX, VA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
April 2024 — APOLLON FINANCIAL, LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — APOLLON FINANCIAL, LLC reported RAUM up 229% ($146.6M -> $482.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.