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ELIOS FINANCIAL GROUP, INC.

CRD 119873 · SEC 801-113807

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30700 CENTER RIDGE ROAD, SUITE A, WESTLAKE, OH, 44145, United States

Phone

440-617-9100

Fax

440-617-9200

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$331.5M

Discretionary AUM

$316.7M

Team

2 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Subscription fees; Commissions

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals168$60.6M
High net worth individuals122$270.9M

States served

OH

All web addresses on file

Official SEC filing: View on IAPD