Elion Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,000,000
Total clients
21
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$428,571
About
Elion Financial, LLC provides discretionary portfolio management and financial planning primarily for individual clients, including high‑net‑worth individuals, and prepares an investment policy statement for each client. The firm offers both one‑time financial plans and combined comprehensive management and planning engagements, and it discloses no account minimum for its services.
The firm's investment process uses a mix of fundamental, quantitative, technical analysis and modern portfolio theory, and it employs both long‑term and short‑term trading within client‑specific model allocations and documented risk‑tolerance profiles. Accounts are managed on a discretionary basis with monthly reviews, and EF may use custom or third‑party model portfolios together with automated rebalancing tools available through a platform relationship.
Elion Financial’s practice includes participation in the Zoe Financial platform and Zoe Advisor Network—EF uses Zoe’s platform (custody and clearing provided through Apex) for sub‑advisory and automated account services and discloses ongoing fees and solicitation arrangements with Zoe. The firm also requires use of a specified custodian (Schwab Institutional), does not aggregate block trades for multiple clients, and relies on standing letters of authorization for certain transfers, items the brochure highlights as operational features that distinguish its delivery model.
Client services
Financial planning
Portfolio management
Tax planning, tax advisory services, and tax return preparation
Tax planning, tax advisory services, and tax return preparation
Fee options
1.00% annually
Fee-only: Fixed fees between $0 and $2,000 for financial planning; fixed fees between $3,000 and $50,000 for comprehensive portfolio management and financial planning
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Elion Financial, LLC
4729 E Sunrise Dr.
Tucson AZ 85718, United States
Number of offices
1
Forms ADV
Quick links
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