ELIOS FINANCIAL GROUP, INC.
Firm details
- Headquarters
- WESTLAKE, Ohio
- CRD number
- 119873
- Registered since
- August 10, 2018
- Website
- www.eliosfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Commissions
- Client types
- HNWI81.71%
- Individuals18.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elios Financial Group, Inc. is an independent registered investment adviser owned by an individual and operating primarily for individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and its advisers also operate as registered representatives of a broker-dealer and as insurance brokers. Elios uses a mix of fee models (percentage of AUM, hourly, and subscription) alongside commission-based business lines. The firm reports being an active ESG investor and has been SEC-registered since 2018. It does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1JAMES ELIOS
Founder and CEOCRD 2681022
Contacts
1 of 1Brandon Steinhagen
Director of Financial PlanningCRD 5533800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 124Active vs passive
$263M in ETFs
68%
$180M
30%
$83M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF (FIXD) | First Trust | Active | Intermediate Core Plus Bond | $20.7M | 471,877 | 7.88% |
Location
WESTLAKE, OH
CUYAHOGA
Location
WESTLAKE, OH
Headquartered in WESTLAKE, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 30700 Center Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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