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Elios Financial Group, Inc.

● SEC registered since 2018CRD 119873SEC# 801-113807Westlake, OH
Export (members)
Reg. AUM
$275M
Employees
5
Accounts
975
Location
Westlake, OH

Elios Financial Group, Inc. assets under management

Elios Financial Group, Inc. is an investment advisory firm registered with the SEC based in Westlake, OH. The firm has been registered since 2018. It reports $275 million in regulatory assets under management and employs 5 people.
www.eliosfinancial.comView on SEC.gov ↗

Elios Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
James Thomas Elios ControlPresident/CcoOver 75%2000

Frequently asked questions

How much does Elios Financial Group, Inc. manage?

Elios Financial Group, Inc. reports $275 million in regulatory assets under management on its Form ADV.

How many employees does Elios Financial Group, Inc. have?

Elios Financial Group, Inc. reports 5 employees.

Where is Elios Financial Group, Inc. located?

Elios Financial Group, Inc. is based in Westlake, OH and has been SEC-registered since 2018.

Does Elios Financial Group, Inc. disclose fund performance?

Elios Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30700 Center Ridge Road, Suite a, Westlake, OH 44145
Phone440-617-9100
Fax440-617-9200
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$261.9M
Non-discretionary$13M
Total (RAUM)$275M