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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
| ELIOS, JAMES, THOMAS | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
OH
Address
30700 CENTER RIDGE ROADSUITE A
WESTLAKE, OH 44145
United States
Phone: 440-617-9100