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Acquisition related

James Elios

Elios Financial Group → Carson Group

Reported

What changed

Elios Financial Group, led by James Elios, was acquired by Carson Group as its 50th integrated office.

Reported / discovered
Sep 18, 2026
Effective
Not reported
New role
Managing Partner and wealth advisor
Previous role
Not reported
Market
Not reported
Reported book
Not disclosed
Reported team size
Not disclosed
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

WealthManagement.com ↗Sep 18, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
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