Karisha Elizabeth Reel

Employer firm

Apollon Wealth Management, LLC CRD 291902

$11.6B regulatory AUM 197 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → 03/2025
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2020 → 01/2023
  Wallah Richardson State Farm
  Charlotte, NC
• 08/2019 → 01/2020
  Sunflour Baking Co
  Charlotte, NC
• 09/2017 → 08/2019
  Coats America
  Marion, NC
• 04/2016 → 09/2017
  Ethan Allen
  Old Fort, NC
• 03/2025 → Present
  Motley Fool Wealth Management, Llc
  Alexandria, VA
• 04/2026 → Present
  Apollon Wealth Management, Llc
  Mount Pleasant, SC

Previous Registrations

• 2025-04-17 → 2026-04-20
  Motley Fool Wealth Management, Llc
  Charlotte, NC
  Alexandria, VA
• 2023-05-04 → 2025-04-15
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-05-03

Other Names

• Kay Elizabeth Reel
• Karisha Elizabeth Gordon