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Elios Financial Group
Elios Financial Group is an SEC-registered investment adviser in Westlake, OH, registered since 2018. The firm manages $332 million in assets, $317 million on...
Elios Financial Group
Elios Financial Group is an SEC-registered investment adviser in Westlake, OH, registered since 2018. The firm manages $332 million in assets, $317 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Westlake
Corporate office
Westlake, OH, United States
Frequently asked questions
What is the advantage of a trust-company structure for clients?
A trust company holds client assets directly under its charter, combining custody, fiduciary management, and advisory in one entity. This can streamline multi-generational estate plans, particularly for families with existing trust instruments. The structure also subjects the firm to bank-level regulatory oversight, which carries different consumer protections than an RIA-only framework.
Does Elios Financial Group manage alternative assets?
No alternative-asset mandates — venture capital, private equity, hedge funds, or direct real estate deals — are publicly attributed to Elios. The firm's bank/trust charter and regional posture point toward a traditional balanced-portfolio approach centered on public equities, fixed income, and cash management. Allocators seeking co-investment or drawdown-fund access should look elsewhere.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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