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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-07-2006
- Office Locations
- 2
Office Locations
About Pelion Investment Advisors, Inc.
Pelion Investment Advisors provides customized, tax-aware portfolio management for individuals, trusts, corporations, and retirement plans. Portfolios are built around each client’s horizon, risk, tax bracket, and philanthropic goals, using an open-architecture mix of ETFs, mutual funds, hedge funds, and individual securities based on objective research. Custody support includes Schwab and Betterment; serves both retail and institutional relationships.
Reported data analysis
What the numbers show
Between April 1, 2011 and October 3, 2012, reported AUM decreased 70.2%, from $25.7M to $7.7M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 94 clients, or 47 clients per representative. That equates to $655.6K in reported AUM per client.
The profile lists 2 reported office locations and 20 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pelion Investment Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HILARY GUY BERGMAN
Chief Compliance Officer, Chief Operating Officer
- CRD
- #1834738
- Ownership
- Less than 5%
Christopher Michael Savage
Chief Operating Officer
- CRD
- #6890229
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS JAMES CARSTENS
Advisor, Registered Representative
- CRD
- #2141430
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,473,810 | -- |
| Non-Discretionary | $7,155,062 | $255,000 |
| Total | $61,628,872 | $255,000 |
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Separately Managed Accounts
SMA allocation detail is available
Pelion Investment Advisors, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.