Andrew
Kane

Apollon Wealth Management, LLC

CRD#2419516
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Andrew Kane is a financial advisor working out of Mount Pleasant, South Carolina who has 2 years of industry experience. Kane works at Apollon Wealth Management, LLC. The advisor has gained experience at Lasalle St. Securities, LLC, Mutual Securities, Blue Chip Wealth Mangement, Inc, Apollon Wealth Management D/B/A Blue Chip Wealth Management, Purshe Kaplan Sterling Investments, Dw Advisors, LLC Dba Blue Chip Wealth Management, Inc, International Assets Advisory LLC, Platinum Wealth Partners, Inc and Fortune Financial Services, Inc. Kane maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Florida. Apollon Wealth Management, LLC is a financial advisory firm operating out of Mount Pleasant, SC. It has offices in 34 locations and a total of 117 people on staff. It has $3 billion in total assets between its 11,192 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves five charitable organizations. Of its 11,192 accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services are offered. However, fee types charged by Apollon Wealth Management, LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

835 Coleman Blvd Suite 102
Mount Pleasant, SC 29464

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Apollon Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,362,897,429

SC Average: $646,059,043
Total Number of Employees

117

SC Average: 13
Total Number of Accounts

11,192

SC Average: 661
Average Account Size

$300,473

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers

Andrew Kane Work History

Andrew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Apollon Wealth Management D/B/A Blue Chip Wealth Management

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2016 - 2020 (4 years)

Fortune Financial Services, Inc

2015 - 2020 (5 years)

Blue Chip Wealth Mangement, Inc

2015 - 2016 (1 year)

Dw Advisors, LLC Dba Blue Chip Wealth Management, Inc

2015 - 2016 (1 year)

International Assets Advisory LLC

2013 - 2015 (2 years)

Mutual Securities

2010 - 2013 (3 years)

Lasalle St. Securities, LLC

2010 - 2015 (5 years)

Platinum Wealth Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Kane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Apollon Wealth Management, LLC

Luke Dillon
Redondo Beach, CA
Kristen Mckeown
Mount Pleasant, SC
Dawn Campbell
Mount Pleasant, SC
Christopher Burke
Mount Pleasant, SC
Eric Sterner
Mount Pleasant, SC
Adam Bonner
Mount Pleasant, SC
Jeremiah Bates
Mount Pleasant, SC
Anthony Garcia
Mount Pleasant, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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