Elios Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Westlake, OH. Its latest Form ADV filing, dated March 16, 2026, reports $332M in regulatory assets under management, 2 employees, and 1,064 accounts.
Assets Under Management
$332M
Employees
2
Offices
--
Total Clients
290
Primary office
WESTLAKE, OH
30700 CENTER RIDGE ROAD, SUITE A, WESTLAKE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.9% of total clients.
Top client categories% of clientsClients
1
Individuals
57.9%
168
2
HNWI
42.1%
122
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$332Mas of March 16, 2026
Discretionary95.5%
$317M
96% of total RAUM95.5%
Non-discretionary4.5%
$15M
4% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$332M
Total Accounts1,064
10Y AUM Change+$201M (+154.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee145:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.