Elios Financial Group, Inc.
● SEC registered since 2018CRD 119873SEC# 801-113807Westlake, OH
Reg. AUM
$331.5M
Employees
2
Accounts
1,064
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 $331.5 million in regulatory assets under management and employs 2 people.
Elios Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Michael Steinhagen Control | Shareholder | Under 5% | 2026 |
| James Thomas Elios Control | President/Cco | Over 75% | 2000 |
Frequently asked questions
How much does Elios Financial Group, Inc. manage?
Elios Financial Group, Inc. reports $331.5 million in regulatory assets under management on its Form ADV.
How many employees does Elios Financial Group, Inc. have?
Elios Financial Group, Inc. reports 2 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
| Address | 30700 Center Ridge Road, Suite a, Westlake, OH 44145 |
| Phone | 440-617-9100 |
| Fax | 440-617-9200 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$331.5M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$331.5Mregulatory AUM
Discretionary $316.7MNon-discretionary $14.8M