Adam
King

Apollon Wealth Management, LLC

CRD#7291428
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Adam King is a financial advisor based in Mount Pleasant, South Carolina, working with Apollon Wealth Management, LLC. Adam has previously held positions at Apollon Wealth Management, LLC and Saic. Adam has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Adam is part of Apollon Wealth Management, LLC, which operates out of Mount Pleasant, South Carolina. The firm has 34 offices and 167 employees. The firm manages assets totaling $5.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Apollon Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

111 Coleman Blvd Suite 402
Mount Pleasant, SC 29464

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Apollon Wealth Management, LLC Brokerage Details

Total Assets Under Management

$5,519,652,128

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

167

SC Average: 13
Total Number of Accounts

15,301

SC Average: 661
Average Account Size

$360,738

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

Adam King Work History

2020 - Present (4 years)

Apollon Wealth Management, LLC

2006 - 2020 (14 years)

Saic

Disclosures

Please visit the SEC profile of Adam King 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

Clinton Smith
Mechanicsburg, PA
Kassi Hyde
Mount Pleasant, SC
Paul Defrances
Mount Pleasant, SC
Nahal Sabbagh Kermani
Mount Pleasant, SC
Michael Green
Mount Pleasant, SC
Amanda Reynolds
Boise, ID
Dawn Campbell
Mount Pleasant, SC
Alexandra Lundgren
Mount Pleasant, SC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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