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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Quantum oakQuantum signal +more
- Established Date
- 06-02-2022
- Office Locations
- 11
Office Locations
About Apollon Financial, LLC
Apollon Financial is a fee-based wealth management and financial planning firm focused on building fully customized plans around each investor’s goals and circumstances. Advisors deliver collaborative portfolio strategy and ongoing advice across investment planning, retirement and estate planning, and insurance where appropriate, without allegiance to any product or insurance company. Serves retail clients including business owners/entrepreneurs; custody includes Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JASON DOLBERG
Chief Executive Officer, FOUNDING PARTNER, Partner
- CRD
- #4699964
- Ownership
- Less than 5%
ROBERT HY GORMAN
Advisor, Chief Development Officer, CHIEF OPERATING OFFICER, FOUNDING PARTNER
- CRD
- #4914983
- Ownership
- Less than 5%
Radial foundation
Vital north
- CRD
- #58511
- Ownership
- 2.2%
Showing 2 of 4 owners & executives
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JOSEPH DENNIS BEAUDOIN
Financial Advisor, Managing Director, Private Client Group
- CRD
- #4431767
MARTIN ALBERT BECK
--
- CRD
- #1450801
Delta alpha
Signal momentum
- CRD
- #34092
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,447,040,552 | $513,317 |
| Non-Discretionary | $0 | -- |
| Total | $1,447,040,552 | $513,317 |
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Separately Managed Accounts
Total SMA Asset: $1,447,040,552
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $505,576,085 | 16.3% |
| Equity - Exchange | $477,660,842 | 15.4% |
| Cash | $359,796,478 | 11.6% |
| Corporate - Investment Grade | $570,711,655 | 18.4% |
| Municipal Bonds | $660,660,774 | 21.3% |
| Other | $307,067,684 | 9.9% |
| U.S. Government/Agency | $220,220,258 | 7.1% |
| Total | $3,101,693,776 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST FOUNDATION UNISON | FOUNDATION SUMMIT | M4A5A2CYK | HRNBO | 9.84% | $115,071,369 |
| SUMMIT MATRIX DELTA | MOMENTUM MERIDIAN | OTFYV9F1Q | EUP | 1.56% | $111,772,732 |
| FRONTIER ATLAS | FRONTIER FOCUS | VMW5EFJGT | LYJU | 8.71% | $75,373,661 |
| RADIAL MERIDIAN ALPHA | FOUNDATION BRIDGE | TW0YGK2P8 | GZPRB | 1.79% | $97,669,377 |
| PATHWAY MATRIX | FRONTIER ALPHA | 8C029FDWF | GUO | 2.93% | $98,306,815 |
| MERIDIAN PEAK EAGLE | ZENITH GLACIER | KR7LOD01J | EXDMM | 6.76% | $102,472,872 |
| SIGNAL RADIAL EMBER | VALUE ZENITH | GU9U5VQIB | GCXYZ | 9.16% | $8,380,679 |
| PATHWAY WAVE | OAK ELEMENT | BD00EZN7G | MYK | 10.28% | $41,408,827 |