Pelion Investment Advisors, Inc.

Overview

Pelion Investment Advisors, Inc. is a small, fee-based advisory firm that serves both individual/family clients and institutional/business accounts. The firm operates as a capital allocator and offers portfolio management for individuals, small businesses, and institutions, alongside the selection of other advisers for client mandates. Its fee model includes a percentage-of-AUM component plus other fee arrangements. Pelion does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s structure is a domestic corporation with mixed ownership characteristics (domestic entity and individual). Its business relationships include affiliations with a broker-dealer and an insurance company, which informs the product access and distribution channels Pelion can use for client solutions.

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