Sjs Investment Consulting Inc
● SEC registered since 1995CRD 107219SEC# 801-49585Sylvania, OH
Reg. AUM
$2.94B
Employees
26
Accounts
3,006
Location
Sylvania, OH
About Sjs Investment Consulting
SJS Investment Consulting provides personalized investment and planning for individuals, families, business owners, nonprofits, and public funds. It offers investment management, goal-based planning, retirement strategies, tax and estate coordination, and philanthropic giving.
Summary based on the firm’s website.
Sjs Investment Consulting Inc assets under management
Sjs Investment Consulting Inc is a registered investment adviser overseen by the SEC based in Sylvania, OH. The firm has been registered since 1995. It reports $2.9 billion in regulatory assets under management and employs 26 people.
Sjs Investment Consulting Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Thomas Kelly Control | Chief Compliance Officer | Under 5% | 2023 |
| Kevin Thomas Kelly Control | President | Under 5% | 2008 |
| Scott John Savage Control | Chief Executive Officer | Over 75% | 2008 |
Frequently asked questions
How much does Sjs Investment Consulting Inc manage?
Sjs Investment Consulting Inc reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Sjs Investment Consulting Inc have?
Sjs Investment Consulting Inc reports 26 employees.
Where is Sjs Investment Consulting Inc located?
Sjs Investment Consulting Inc is based in Sylvania, OH and has been SEC-registered since 1995.
Does Sjs Investment Consulting Inc disclose fund performance?
Sjs Investment Consulting Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6711 Monroe St., Building IV, Suite a, Sylvania, OH 43560 |
| Phone | 419-885-2626 |
| Fax | 419-885-2236 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1894302 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.94B▲ 16%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,389 advisers
EmployeesTop 20%
More than 80% of 16,799 advisers
Assets under management
$2.94Bregulatory AUM
Discretionary $2.94B