SJS INVESTMENT SERVICES

Legal name: SJS INVESTMENT CONSULTING INC

CRD 107219File 801-49585

APPROVED

Retail clients

Custody

Filing as of Jun 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.94B

Top 25% of cohort (national)

Discretionary AUM

$2.94B

Clients

1,055

3,006 accounts

Employees

Top 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jul 3, 1995
Principal office: 6711 MONROE ST., BUILDING IV, SUITE A, SYLVANIA, OH, 43560
Phone: 419-885-2626
Website: HTTPS://WWW.SJSINVEST.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.94B
Discretionary AUM: $2.94B
Non-discretionary AUM: $0
Discretionary accounts: 3,006
Non-discretionary accounts: 0
Total accounts: 3,006
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	50	$196.0M
Charitable organizations	55	$342.8M
High net worth individuals	462	$1.91B
Pension and profit sharing plans	55	$167.2M
State or municipal government entities	15	$124.2M
Individuals (other than high net worth individuals)	418	$200.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.