ELIOS FINANCIAL GROUP, INC.
CRD #119873 SEC #801-113807 WESTLAKE, OH 440-617-9100
SEC Registered
Total AUM
$275M
Discretionary
$261.9M
Employees
5
Clients
101
Accounts
975
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $275M | $261.9M | $13M | 5 | 0 |
| Apr 2024 | $256M | $220M | $36M | 5 | 0 |
| Mar 2024 | $256M | $220M | $36M | 5 | 0 |
| Mar 2023 | $208.7M | $191.4M | $17.3M | 4 | 0 |
| Feb 2023 | $208.7M | $191.4M | $17.3M | 4 | 0 |
| Mar 2022 | $210M | $193M | $17M | 4 | 0 |
| Aug 2021 | $191.6M | $191.5M | $89.3K | 4 | 230 |
| Mar 2021 | $191.6M | $191.5M | $89.3K | 4 | 230 |
| Jun 2020 | $149.7M | $128.8M | $20.9M | 4 | 0 |
| Jun 2020 | $149.7M | $128.8M | $20.9M | 4 | 0 |
| May 2020 | $149.7M | $128.8M | $20.9M | 4 | 0 |
| Mar 2020 | $129.5M | $129.5M | $0 | 4 | 824 |
| Mar 2019 | $137.8M | $137.8M | $0 | 4 | 0 |
| Jan 2019 | $130.1M | $98.3M | $31.8M | 3 | 0 |
| Dec 2018 | $130.1M | $98.3M | $31.8M | 3 | 0 |
| Jul 2018 | $130.1M | $98.3M | $31.8M | 3 | 0 |
| Jul 2018 | $130.1M | $98.3M | $31.8M | 3 | 0 |
DateMar 2025
Total AUM$275M
Discretionary$261.9M
Non-Disc.$13M
Employees5
Clients0
DateApr 2024
Total AUM$256M
Discretionary$220M
Non-Disc.$36M
Employees5
Clients0
DateMar 2024
Total AUM$256M
Discretionary$220M
Non-Disc.$36M
Employees5
Clients0
DateMar 2023
Total AUM$208.7M
Discretionary$191.4M
Non-Disc.$17.3M
Employees4
Clients0
DateFeb 2023
Total AUM$208.7M
Discretionary$191.4M
Non-Disc.$17.3M
Employees4
Clients0
DateMar 2022
Total AUM$210M
Discretionary$193M
Non-Disc.$17M
Employees4
Clients0
DateAug 2021
Total AUM$191.6M
Discretionary$191.5M
Non-Disc.$89.3K
Employees4
Clients230
DateMar 2021
Total AUM$191.6M
Discretionary$191.5M
Non-Disc.$89.3K
Employees4
Clients230
DateJun 2020
Total AUM$149.7M
Discretionary$128.8M
Non-Disc.$20.9M
Employees4
Clients0
DateJun 2020
Total AUM$149.7M
Discretionary$128.8M
Non-Disc.$20.9M
Employees4
Clients0
DateMay 2020
Total AUM$149.7M
Discretionary$128.8M
Non-Disc.$20.9M
Employees4
Clients0
DateMar 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees4
Clients824
DateMar 2019
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$130.1M
Discretionary$98.3M
Non-Disc.$31.8M
Employees3
Clients0
DateDec 2018
Total AUM$130.1M
Discretionary$98.3M
Non-Disc.$31.8M
Employees3
Clients0
DateJul 2018
Total AUM$130.1M
Discretionary$98.3M
Non-Disc.$31.8M
Employees3
Clients0
DateJul 2018
Total AUM$130.1M
Discretionary$98.3M
Non-Disc.$31.8M
Employees3
Clients0