# Elios Financial Group

Elios Financial Group is a Bank / Wealth / Trust based in Westlake, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westlake, United States
- **Region:** North America
- **Address:** Westlake, OH, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.eliosfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/elios-financial-group-inc

## Regulatory record

- **CRD number:** 119873
- **SEC file number:** 801-113807
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119873

## About

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.

## 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.

## Related profiles

- [Elie Wiesel Foundation for Humanity](https://altss.com/profile/elie-wiesel-foundation-for-humanity)
- [Eliot Finkel Investment Counsel](https://altss.com/profile/eliot-finkel-investment-counsel)

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Last updated: 2026-06-03T20:00:00.000Z

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