firm profile
Apollon Financial, LLC
Overview
Apollon Financial, LLC is an SEC registered investment adviser based in Mount Pleasant, SC, registered since 2022. It reports $1.4B in assets under management across 2,819 accounts, with 29 employees. It has 16 investment adviser representatives.
- Reported AUM
- $1.4B
- Discretionary
- 100%
- Accounts
- 2,819
- Average account
- $513K
- Employees
- 29
- Advisory reps
- 16
- Registered since
- 2022
- Jurisdictions
- 28
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Michael Jason Dolberg Chief Executive Officer CRD 4699964
- Eric Nils Sterner Chief Investment Officer CRD 2621354
- Michael Anson Herman Chief Compliance Officer CRD 2787565
1 more executive officer, with direct contact details
Advisory reps 3 of 16
- Joseph D Beaudoin Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4431767
- Martin A Beck Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1450801
- Edward C Beeker II Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5480716
13 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 111 Coleman Blvd Ste 402
Mount Pleasant, SC 29464 - County
- Charleston
- Metro area
- Charleston-North Charleston, SC
- Region
- South
Registrations
- SEC registered
- Registered in 28 jurisdictions
- Website: foxenfinancial.com
Every state, with registration dates
Similar firms near Mount Pleasant
- Apollon Wealth Management, LLCMount Pleasant, SC$11.6B AUM
- Morris Financial Concepts, Inc.Mount Pleasant, SC$538M AUM
- Gunderson Capital ManagementMount Pleasant, SC$396M AUM
- Saos Capital, LLCMount Pleasant, SC$239M AUM
- 360 Financial Partners, LLCMount Pleasant, SC$207M AUM
request a demo
See what we have on Apollon Financial, LLC
We'll walk you through the full profile and how to find more firms like this one.