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Alec Jovani Kelso-capili

Investment adviser representative at Apollon Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$11.6BFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Apollon Wealth Management, LLCNov 2024 to now
  2. The Real Money Pros LLCDec 2023 to now
  3. Sole ProprietorMar 2020 to Dec 2023
  4. Cumulus MediaMar 2019 to Mar 2020
  5. The Evergreen State CollegeSep 2015 to Feb 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (ID).

Apollon Wealth Management, LLC

$11.6BAssets managed
8,389Clients
144Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7962456
Firm CRD
291902
Advisor's SEC record (opens in a new tab)
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