ELIOS FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$331,500,000
Discretionary
$316,689,000
Non-discretionary
$14,811,000
Firm details
- CRD number
- 119873
- SEC file number
- 801-113807
- Main office
- WESTLAKE, OH, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.ELIOSFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Subscription Commissions
As of October 2026.