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| Keyboard |
| Elios Financial Group Inc
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|
|---|---|
| CRD # | 119873 |
| SEC # | 801-113807 |
| CIK # | 0002035601 |
| AUM | 331.5 M (2026-03-16) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 440-617-9100 |
| Address | 30700 Center Ridge Road Westlake, OH 44145 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.6 | ||
| iShares Bitcoin Trust | 2.3 | ||
| Microsoft Corp | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 60.6 |
| (b) Individuals (high net worth individuals) | 122 | 270.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,064 | 331.5 |
| By Discretionary | ||
| Discretionary | 975 | 316.7 |
| Non-Discretionary | 89 | 14.8 |
| Total | 1,064 | 331.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.5 | |
| Total | 1,064 | 331.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002035601] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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✚
|
FL | 333.3 M |
|
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|
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|
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|
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|
Dustin Blodgett Insight Capital LLC
✚
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