# ELIOS FINANCIAL GROUP, INC.

ELIOS FINANCIAL GROUP, INC. of WESTLAKE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 119873
- Type: SEC-registered investment adviser
- SEC file number: 801-113807
- Location: 30700 CENTER RIDGE ROAD, SUITE A, WESTLAKE, OH, 44145
- Phone: 440-617-9100
- Latest filing: 2026-03-16
- Regulatory AUM: $331.5M
- Discretionary AUM: $316.7M
- Non-discretionary AUM: $14.8M
- Clients: 2
- Accounts: 1,064

## Business model

- Compensation: % of AUM, Hourly, Commissions, Subscription
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| James Thomas Elios | PRESIDENT/CCO | — |
| ELIOS JAMES THOMAS | PRESIDENT/CCO | — |
| Brandon Michael Steinhagen | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119873/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119873/similar
- Related entities: https://search.stillhousedata.com/firm/119873/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119873

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.