AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BL

Bryce H. Lanham

APOLLON WEALTH MANAGEMENT
Louisville, KY 40220
Some features on this profile are disabled
CRD#: 4951408
BL

Professional summary

Bryce Howard Lanham, who also goes by Bryce H Lanham, Bryce Lanham, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Louisville, Kentucky and PURSHE KAPLAN STERLING INVESTMENTS located in Louisville, Kentucky.

Bryce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Bryce has worked at 14 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryce H Lanham | Bryce Lanham

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Howard Lanham's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 20, 2025 - Present

APOLLON WEALTH MANAGEMENT, LLC

Office #1: 9400 Williamsburg Plaza, Suite 200, Louisville, KY 40220
RIA
CRD#: 291902
Louisville, KY
Current

January 5, 2024 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 9400 Williamsburg Plaza Suite 200, Louisville, KY 40220
BD
CRD#: 35747
Louisville, KY
Past

August 3, 2022 - January 6, 2026

RETIREMENT PLANNING SOLUTIONS, LLC

RIA
CRD#: 311575
LOUISVILLE, KY
Past

July 12, 2022 - July 28, 2022

RETIREMENT PLANNING SOLUTIONS, LLC

RIA
CRD#: 311575
LOUISVILLE, KY
Past

November 4, 2020 - January 6, 2023

LEGACY ADVISORY SERVICES

RIA
CRD#: 307478
LOUISVILLE, KY
Past

November 3, 2020 - January 6, 2024

SILVER OAK SECURITIES, INCORPORATED

BD
CRD#: 46947
Louisville, KY
Past

December 22, 2016 - November 13, 2020

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
SHELBYVILLE, KY
Past

December 22, 2016 - November 13, 2020

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SHELBYVILLE, KY
Past

January 14, 2014 - November 17, 2016

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
SHELBYVILLE, KY
Past

January 14, 2014 - November 17, 2016

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
SHELBYVILLE, KY
Past

December 16, 2013 - January 2, 2014

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
FAIRFIELD, OH
Past

January 17, 2013 - November 11, 2013

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
COVINGTON, KY
Past

January 14, 2013 - November 8, 2013

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY
Past

November 26, 2008 - January 3, 2013

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
TAMPA, FL
Past

October 29, 2008 - January 3, 2013

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
TAMPA, FL
Past

June 22, 2006 - September 11, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
LAFAYETTE, IN
Past

June 22, 2006 - September 11, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
LAFAYETTE, IN
Past

September 27, 2005 - June 26, 2006

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
JOLIET, IL
Past

August 25, 2005 - June 26, 2006

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
JOLIET, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK

CRD#: 291902 / SEC#: 801-112350

RIA
Registered Investment Advisory firm - (1/22/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(1/5/2024)
RR
Kentucky
(1/5/2024)
IAR
Kentucky
(12/3/2025)
IAR
Texas
(11/20/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/23/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK

CRD#: 291902 / SEC#: 801-112350

RIA
Registered Investment Advisory firm - (1/22/2018 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464
Mailing Address
Phone number
(843) 579-0018
Established
Firm type
Fiscal year end
# of Employees
179

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APOLLON WEALTH MANAGEMENT, LLC - PART 2A BROCHURE (1/20/2026)

Regulatory assets under management

Total Number of Accounts20,798
AUM (Assets Under Management)$ 7,720,756,861

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

APOLLON WEALTH MANAGEMENT, LLC

CRD#: 291902Louisville, KY 40220

TRUST BUT VERIFY

Monitor Bryce Lanham

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

TD
Trystan DowneyAdvisorCheck Check Mark
CERITY PARTNERS LLC
IAR
LOUISVILLE, KY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.