ELIOS FINANCIAL GROUP, INC.

ELIOS FINANCIAL GROUP, INC. of WESTLAKE, OH is an SEC-registered investment adviser (CRD 119873). Regulatory assets under management: $331.5M.

Registration

• CRD: 119873
• SEC file number: 801-113807
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119873 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search