RIA comparison · SEC Form ADV
Curi Capital, LLC vs Apollon Wealth Management, LLC
Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.
The short answer
Curi Capital, LLC and Apollon Wealth Management, LLC are almost exactly the same size, with $12B and $12B in regulatory assets (Curi Capital, LLC slightly ahead), by their latest Form ADV filings. Apollon Wealth Management, LLC reports more individual clients (8,310 vs 2,865), while Curi Capital, LLC’s clients hold more on average (about $2.9 million each against $1.3 million). Curi Capital, LLC is based in Chicago, Illinois and Apollon Wealth Management, LLC in Mount Pleasant, South Carolina.
| Figure | Curi Capital, LLC | Apollon Wealth Management, LLC |
|---|---|---|
| Regulatory AUM | $12B | $12B |
| National rank | #83 | #84 |
| Headquarters | Chicago, Illinois | Mount Pleasant, South Carolina |
| Individual clients | 2,865 | 8,310 |
| High-net-worth clients | 1,547 | 2,697 |
| Average client assets | $2.9 million | $1.3 million |
| Accounts | 16,939 | 24,984 |
| Discretionary | 80% of AUM | 97% of AUM |
| Employees | 180 | 199 |
| Advisory staff | 106 | 115 |
| Clients per advisory employee | 27 | 72 |
| Offices | 11 | 52 |
| Form ADV filed | 2026-07-07 | 2026-09-15 |
Curi Capital, LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
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
Questions
Which is bigger, Curi Capital, LLC or Apollon Wealth Management, LLC?
Curi Capital, LLC, with $12B in regulatory assets under management against $12B at Apollon Wealth Management, LLC. Nationally they rank #83 and #84 among 5,657 independent wealth management RIAs.
How many clients do Curi Capital, LLC and Apollon Wealth Management, LLC have?
Curi Capital, LLC reports 2,865 individual clients (1,547 high-net-worth) with 106 advisory employees; Apollon Wealth Management, LLC reports 8,310 (2,697 high-net-worth) with 115 advisory employees.
How do Curi Capital, LLC and Apollon Wealth Management, LLC charge clients?
Only Curi Capital, LLC lists performance-based fees on Form ADV. Only Apollon Wealth Management, LLC lists hourly charges. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.
What services do Curi Capital, LLC and Apollon Wealth Management, LLC offer?
Curi Capital, LLC lists portfolio management for investment companies; 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; pension consulting; selecting other advisers.
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- Hub Investment Partners, LLC vs Apollon Wealth Management, LLC $12B · $12B
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- Apollon Wealth Management, LLC vs Apella Wealth $12B · $11B
- Apollon Wealth Management, LLC vs Permcap Investment Office $12B · $4.0B
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: Curi Capital, LLC ↗, Apollon Wealth Management, LLC ↗. How to check a financial advisor →