Carson Group Acquires Elios Financial Group
September 14, 2026
Carson Group acquired Elios Financial Group, an Ohio-based wealth management firm with approximately $367 million in assets under management. Elios will become a Carson Wealth office in Westlake, Ohio, and will continue to be led by Managing Partner and Wealth Advisor James Elios while gaining access to Carson’s integrated wealth management platform.
- Buyers
- Carson Group
- Targets
- Elios Financial Group
- Platforms
- Carson Wealth (Carson Group integrated wealth management platform)
- Industry
- Wealth Management
- Location
- Ohio, United States
- Transaction Type
- Buyout
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