APOLLON FINANCIAL, LLC

CRD

321217

SEC file #

801-125787

EIN

881812862

DBA names

—

Economics

AUM

$1.45B

AUM band

$1B+

AUM trajectory

'25 · $890.4M

'26 · $1.45B

'25'26

$890.4M → $1.45B▲ +63%

sec adv history

Client mix

Individuals Other	827
Individuals High Net Worth	429
Corporations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'23 · 3 advisors

'25 · 13 advisors

'26 · 18 advisors

'23'26

3 advisors → 18 advisors▲ +500%

sec adv history

Primary office

MOUNT PLEASANT SC

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/10/2026

ADV-W filed at

—

Website

apollonfinancial.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

APOLLON HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

APOLLON HOLDINGS, LLC

DOLBERG, MICHAEL, JASON

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

APOLLONFINANCIAL.COM

Rdap Domain Creation Date

2018-01-11T12:04:35Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002011195

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-02-13

Edgar Last Filing Date

2026-04-22

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-22

Accession0002011195-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Lpl Financial	5
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

111 COLEMAN BLVDSUITE 402MOUNT PLEASANT, SC 29464

Business

111 COLEMAN BLVDSUITE 402MOUNT PLEASANT, SC 29464

Edgar EIN

881812862

Edgar Recent Filings

13F-HR2026-04-22 · 0002011195-26-000002

13F-HR2026-01-22 · 0002011195-26-000001

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2028-01-11T12:04:35Z

Rdap Domain Last Changed

2023-01-12T18:48:53Z

Rdap Nameservers

Ns17.domaincontrol.comNs18.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate