Carson Acquires Elios
Carson Group (“Carson”) announced, on September 14, 2026, that it had acquired Elios Financial Group (“Elios”). Under the terms of the transaction, the Elios team will gain access to Carson’s integrated platform. Further terms of the deal were not disclosed.
Carson, based in Omaha, Nebraska, is a registered investment advisor offering wealth advisory services to its customers. Carson has over $65 billion in assets under management.
Elios, based in Westlake, Ohio, is a registered investment advisor specializing in proactive retirement planning. Elios has approximately $367 million in assets under management.
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