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ELIOS FINANCIAL GROUP, INC.
CRD 119873File 801-113807
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$331.5M
Below cohort median (national)
Discretionary AUM
$316.7M
Non-discretionary $14.8M
Clients
290
1,064 accounts
Employees
2
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 10, 2018
- Principal office
- 30700 CENTER RIDGE ROAD, SUITE A, WESTLAKE, OH, 44145
- Phone
- 440-617-9100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $331.5M
- Discretionary AUM
- $316.7M
- Non-discretionary AUM
- $14.8M
- Discretionary accounts
- 975
- Non-discretionary accounts
- 89
- Total accounts
- 1,064
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 122 | $270.9M |
| Individuals (other than high net worth individuals) | 168 | $60.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.