Elios Financial Group, Inc.
Elios Financial Group, Inc. is an SEC-registered wealth manager in Westlake, OH with $331.5M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Elios Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119873, SEC 801-113807, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $331.5M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Westlake, OH
- Employees
- 2
- Clients
- 290
- CRD
- 119873
- Ownership
- ELIOS, JAMES, THOMAS; Steinhagen, Brandon, Michael
How much AUM does Elios Financial Group, Inc. have?
Elios Financial Group, Inc. reported $331.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Elios Financial Group, Inc.?
Disclosed owners and executives of Elios Financial Group, Inc. include ELIOS, JAMES, THOMAS, Steinhagen, Brandon, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.