St. Augustine, FL Office

Pelion Investment Advisors provides investment management to individuals (including high‑net‑worth clients), 401(k) plan trustees and participants, and institutional clients such as banks, offering portfolio management across equity, fixed income, and liquidity mandates. The firm operates with a small advisory team managing approximately $61.6 million in assets for roughly 41 client relationships.

The firm’s investment approach blends fundamental macroeconomic analysis for strategic asset allocation with technical, tactical overlays to adjust sector weightings, and it typically implements portfolios using mutual funds and ETFs. Pelion offers both discretionary and non‑discretionary advisory services, conducts regular reviews, and emphasizes a long‑term horizon while attempting to limit downside capture relative to benchmarks.

What is distinctive for a firm of its size is its corporate structure and product capabilities: Pelion is a subsidiary of a parent financial group that includes an affiliated broker‑dealer and its principals are registered with that broker‑dealer, a configuration that the brochure notes and discloses as a potential conflict of interest. The firm also maintains licensed insurance agents on staff and describes experience in structuring tax‑efficient insurance solutions (private placement variable annuities, private placement life insurance, and insurance‑dedicated funds), an offering that is less common among similar supported advisers.