Investment adviser · CRD 107219
SJS INVESTMENT SERVICES
Investment adviser filing (IA)
SJS INVESTMENT CONSULTING INC
SYLVANIA, OH, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $2.94B Form ADV · Item 5.F
- Client accounts
- 3,006 Accounts, not individual clients
- Employees
- 26 Reported in this filing
- Advisory professionals
- 22 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 462 | $1,906,729,066 | 64.9% |
| Charities | 55 | $342,843,124 | 11.7% |
| Individuals | 418 | $200,150,305 | 6.8% |
| Corporations & businesses | 50 | $195,996,649 | 6.7% |
| Retirement plans | 55 | $167,241,596 | 5.7% |
| Government entities | 15 | $124,161,467 | 4.2% |
Filing source
Form ADV 2133856 · Sep 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
6711 MONROE ST., BUILDING IV, SUITE ASYLVANIA, OH, 43560, United States
CRD 107219
Filing source
Form ADV 2133856 · Sep 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.