Anthony Raymond Case
Investment Adviser Representative at Apollon Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anthony Raymond Case is an investment adviser representative with Apollon Wealth Management, LLC in Mount Pleasant, SC, where they have been registered since 2018. They have worked in the securities industry since 2011 and were previously registered with Northwestern Mutual Investment Services,llc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida, Georgia, North Carolina, South Carolina, and Texas.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Georgia, North Carolina, South Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual Investment Services, LLCFeb 2011 – Feb 2018Charleston, SC
- Northwestern Mutual LIFE Insurance CompanyJun 2010 – Feb 2018Milwaukee, WI
- Northwestern Mutual Wealth Management CompanyJan 2016 – Feb 2018Milwaukee, WI
- Apollon Wealth Management, LLCFeb 2018 – no end date reportedCharleston, SC
- Apollon Insurance GroupFeb 2018 – no end date reportedCharleston, SC
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Apollon Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 141
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Mount Pleasant, SC
- SEC file number:
- 801-112350
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at Apollon Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony Raymond Case has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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