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RIA comparison · SEC Form ADV

Apollon Wealth Management, LLC vs Permcap Investment Office

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Apollon Wealth Management, LLC is the larger of the two, with $12B in regulatory assets to $4.0B at Permcap Investment Office, 2.9 times the size of its rival, by their latest Form ADV filings. Apollon Wealth Management, LLC reports more individual clients (8,310 vs 39), while Permcap Investment Office’s clients hold more on average (about $74 million each against $1.3 million). Both are based in South Carolina: Apollon Wealth Management, LLC in Mount Pleasant and Permcap Investment Office in Charleston.

FigureApollon Wealth Management, LLCPermcap Investment Office
Regulatory AUM$12B$4.0B
National rank#84#277
HeadquartersMount Pleasant, South CarolinaCharleston, South Carolina
Individual clients8,31039
High-net-worth clients2,69739
Average client assets$1.3 million$74 million
Accounts24,98465
Discretionary97% of AUM45% of AUM
Employees19917
Advisory staff1156
Clients per advisory employee727
Offices523
Form ADV filed2026-09-152026-09-11

Apollon Wealth Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Permcap Investment Office

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Apollon Wealth Management, LLC or Permcap Investment Office?

Apollon Wealth Management, LLC, with $12B in regulatory assets under management against $4.0B at Permcap Investment Office. Nationally they rank #84 and #277 among 5,657 independent wealth management RIAs.

How many clients do Apollon Wealth Management, LLC and Permcap Investment Office have?

Apollon Wealth Management, LLC reports 8,310 individual clients (2,697 high-net-worth) with 115 advisory employees; Permcap Investment Office reports 39 (39 high-net-worth) with 6 advisory employees.

How do Apollon Wealth Management, LLC and Permcap Investment Office charge clients?

Only Apollon Wealth Management, LLC lists hourly charges on Form ADV. Only Permcap Investment Office lists performance-based fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Apollon Wealth Management, LLC and Permcap Investment Office offer?

Apollon Wealth Management, LLC lists pension consulting, which Permcap Investment Office does not. Permcap Investment Office lists portfolio management for businesses and institutions; other services, which Apollon Wealth Management, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Apollon Wealth Management, LLC ↗, Permcap Investment Office ↗. How to check a financial advisor →