Elios Financial Group, Inc.

Elios Financial Group, Inc. provides financial planning, wealth management, investment management, and referrals to third‑party money managers for individuals, families, pension and profit‑sharing plans, trusts, estates, charitable organizations and businesses. The SEC‑registered firm manages roughly $331.5 million in client assets and offers both one‑time planning engagements and ongoing portfolio management, including a firm‑sponsored wrap fee program.

The firm builds client portfolios using asset allocation, fundamental and technical analysis, and principles of modern portfolio theory, employing instruments such as individual stocks and bonds, mutual funds, ETFs (including crypto‑currency ETFs) and select private and public securities; accounts are reviewed at least quarterly and can be managed on either a discretionary or non‑discretionary basis. Elios also provides management of “held‑away” retirement accounts using technology to implement tax‑efficient asset location and opportunistic rebalancing, and may engage third‑party money managers after due diligence.

What distinguishes Elios from many peers is its combination of advisory and brokerage/insurance activities: owners and associates are registered representatives of a broker‑dealer and may accept commissions or trail compensation for sales of securities, and they may be licensed insurance agents appointed with insurance companies—relationships the brochure discloses and addresses as potential conflicts. The firm also receives portions of fees when recommending third‑party advisers or acting under solicitor arrangements, and it documents procedures (fiduciary acknowledgements, disclosures, and code of ethics) intended to mitigate those conflicts.