# Elion Financial, LLC

> Elion Financial, LLC is a state-registered investment advisory firm in Tucson, AZ, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 334200
- Filed as: ELION FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334200
- AdvisorCensus page: https://advisorcensus.com/firm/elion-financial-llc-tucson-az-334200

## Quick answers

**How is Elion Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Elion Financial, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Elion Financial, LLC located?**
Elion Financial, LLC's principal office is in Tucson, AZ, according to its Form ADV.

**Is Elion Financial, LLC registered with the SEC or a state?**
Elion Financial, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334200.

**How much does Elion Financial, LLC manage?**
Elion Financial, LLC reports $47,777,958 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (46% discretionary).

**What types of clients does Elion Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37); high net worth individuals (16).

**Does Elion Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334200

**What changed in Elion Financial, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $47,777,958
- Discretionary: $21,937,268
- Non-discretionary: $25,840,690

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $16,645,312 |
| High net worth individuals | 16 | $31,132,646 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elionfinancial.com
- google.com/search
- LinkedIn @lauren-mishra-117817272

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elion Financial, LLC (CRD 334200): Form ADV filing data as of October 2026.