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SJS INVESTMENT SERVICES
Legal name: SJS INVESTMENT CONSULTING INC
CRD 107219File 801-49585
APPROVED
Retail clients
Custody
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.94B
Top 25% of cohort (national)
Discretionary AUM
$2.94B
Clients
1,055
3,006 accounts
Employees
26
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 21 | 25 | increased by4 |
| Apr 1, 2026 | Clients | 995 | 1,055 | increased by60 |
| Apr 1, 2026 | AUM | $2,526,310,808 | $2,937,122,207 | increased by$410,811,399 |
| Apr 1, 2026 | Accounts | 2,873 | 3,006 | increased by133 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 21 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 870 | 995 | increased by125 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,675,948,914 | $2,526,310,808 | decreased by$149,638,106 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,479 | 2,873 | increased by394 |
| Apr 1, 2022 | Employees | 14 | 17 | increased by3 |
| Apr 1, 2022 | Clients | 813 | 870 | increased by57 |
| Apr 1, 2022 | AUM | $2,510,113,958 | $2,675,948,914 | increased by$165,834,956 |
| Apr 1, 2022 | Accounts | 2,324 | 2,479 | increased by155 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SJS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SJS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.