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Elios Financial Group, Inc.

Elios Financial Group, Inc.. CRD 119873

Elios Financial Group, Inc. logo

CRD: 119873

Elios Financial Group, Inc.

Westlake, OH, 44145
4406179100
www.eliosfinancial.com
$331.5M Total AUM
$316.7M Disc. AUM
16.7% 3Y CAGR
2 Employees
290 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail
Platforms
Atlas insightEagle alpha
Established Date
02-02-2007
Office Locations
1

Office Locations

30700 Center Ridge Road Suite A Westlake OH

About Elios Financial Group, Inc.

Elios Financial Group is a boutique, fiduciary SEC-registered RIA providing personalized financial planning, retirement planning, and unconstrained wealth management with custom portfolios. The firm emphasizes retirement transitions and ongoing objective guidance, with ETF-heavy portfolios and custody support through Schwab and Fidelity/NFS. Founder Jim Elios also authors the “Envision, Enlighten, Enrich” retirement book and podcast series.

Team overview

47 AVG AGE
$165.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Radial Wave ridge Zenith Foundation Alpha Value meridian

Client Personas

Timber eagle

Custodian

Pioneer prime Capital capital Timber Horizon Crest unison Glacier Atlas unison

Fund Managers

Oak

Investment Themes

Radial Bridge Vital Summit Summit

Investment Vehicles

Vertex

Platform

Insight Oak horizon

Services

Signal value Pathway eagle Unison Value insight Harbor Meridian pioneer Capital crest Catalyst Atlas summit

Technology

Glacier focus Ember

Owner & Executives

JAMES THOMAS ELIOS

JAMES THOMAS ELIOS

Chief Compliance Officer, President

CRD
#2681022
Ownership
75% or more
(283) 625-6687
vertex.ember@capitalcapital.com
in linkedin.com/in/peak-insight
Brandon Michael Steinhagen

Brandon Michael Steinhagen

--

CRD
#5533800
Ownership
Less than 5%
(822) 383-8074
frontier.legacy@alphacapital.com
in linkedin.com/in/insight-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-25-2022
03-07-2023
04-15-2024
03-28-2025
03-16-2026
Category Assets AVG. Account size
Discretionary $316,689,000 $324,809
Non-Discretionary $14,811,000 $166,416
Total $331,500,000 $311,560

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Separately Managed Accounts

Total SMA Asset: $331,500,000

$331.5M Total SMA
Public Funds:
54.5%
Equity - Exchange:
12.7%
Cash:
32.8%
Asset class Assets Assets %
Public Funds $1,248,601,204 54.5%
Equity - Exchange $290,958,446 12.7%
Cash $751,451,734 32.8%
Total $2,291,011,384 100.0%

13F Holdings | Q2 2025

Issuer Class Cusip Ticker % Value
UNISON EMBER BEACON QUANTUM HO63JA2IU OKMB 8.10% $83,017,521
OAK FOUNDATION MERIDIAN PATHWAY OBE2HEJ0S UAAA 1.27% $69,690,841
RIDGE MATRIX FRONTIER LEGACY 2RNA5O8BD AVHYU 10.27% $27,797,905
VECTOR INSIGHT ATLAS CREST HARBOR X202JQLYD PJQU 12.56% $63,270,320
DELTA PEAK HARBOR QUANTUM SUMMIT U6IZYT9GN JKQ 6.31% $89,611,977
BEACON NORTH UNISON QUANTUM 9ZO0ERQ0H FPL 4.16% $35,189,991
EMBER FUSION EAGLE EMBER WAVE QCYEUM644 NTD 5.16% $104,848,536
PIONEER VERTEX OPTIMA SIGNAL K93KC9S6P GXG 9.07% $57,212,281

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