Advisor at Apollon Wealth Management, LLC
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Firm
Apollon Wealth Management, LLC
Location
Boise, ID 83702
Credentials
Series 65
Industry experience
1 year
Alec Kelso Capili is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Real Money Pros LLC, operated as a sole proprietor, and held roles at Cumulus Media and The Evergreen State College. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a combination of centrally managed strategies and local portfolio decision-making, employing both fundamental and tactical investment approaches alongside tax-aware tools and independent sub-manager engagement.
Based on Apollon Wealth Management, LLC
Based on Apollon Wealth Management, LLC
Financial planning fees typically start at $5,000 and can exceed $50,000, charged as one-time fixed fee or annual fixed fee.
Certain IARs may receive commissions for insurance product sales; also registered representatives receive commissions and 12b-1 fees separately from advisory fees.
Account minimum: $250,000 (may be waived or reduced at Advisor’s sole discretion)
1673 W. Shoreline Dr, Suite 140
Boise, ID 83702
Idaho
Apollon Wealth Management
2024 - Present (2 years)
The Real Money Pros LLC
2023 - Present (3 years)
Sole Proprietor
2020 - 2023 (3 years)
Cumulus Media
2019 - 2020 (1 year)
The Evergreen State College
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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