Dax Carlyle Allred
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.
Dax Carlyle Allred is an investment adviser representative with Apollon Wealth Management, LLC in Winston-salem, NC, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with J. Alden Associates, Inc. They have passed 4 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 North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
8 states and territories
California, Colorado, Florida, New Hampshire, New York, North Carolina, Utah, Virginia
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.
- Allred Family Holdings, Inc.Aug 2006 – no end date reportedWinston-Salem, NC
- J. Alden Associates, Inc.Nov 2023 – no end date reportedWayne, PA
- Apollon Wealth ManagementApr 2024 – no end date reportedWinston-Salem, NC
- Cabot Lodge Securities LLCNov 2025 – no end date reportedSchaumburg, IL
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. Dax Carlyle Allred 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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