Bradley
Humphries

Apollon Wealth Management, LLC

CRD#6184803
Investment Advisor
in Columbia, SC

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About this Advisor

Bradley Humphries is a financial advisor based in Columbia, South Carolina, working with Apollon Wealth Management, LLC. Bradley has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Colonial Trust Advisors, Inc, Colonial Trust Company, Southstate Bank, and Apollon Wealth Management. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Bradley is part of Apollon Wealth Management, LLC, which operates out of Columbia, 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

2431 Devine St
Columbia, SC 29205

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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

Bradley Humphries Work History

2023 - Present (1 year)

Apollon Wealth Management

2021 - 2023 (2 years)

Southstate Bank

2015 - 2015 (< 1 year)

Northwestern Mutual Investment Services, LLC

2015 - 2021 (6 years)

Colonial Trust Advisors, Inc

2015 - 2021 (6 years)

Colonial Trust Company

2013 - 2015 (2 years)

Northwestern Mutual Life Insurance Company

2013 - 2015 (2 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Please visit the SEC profile of Bradley Humphries 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

Paul Defrances
Mount Pleasant, SC
Clinton Smith
Mechanicsburg, PA
Nahal Sabbagh Kermani
Mount Pleasant, SC
Michael Green
Mount Pleasant, SC
Kassi Hyde
Mount Pleasant, SC
Amanda Reynolds
Boise, ID
Jack Cayce
Atlanta, GA
Christopher Burke
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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