Wealth manager, independent · Sylvania, OH
SJS Investment Services
SJS Investment Consulting Inc · SEC-registered investment adviser · CRD 107219 · SEC 801-49585
At a glance
SJS Investment Services is an SEC-registered investment adviser based in Sylvania, Ohio, with $2.9B in regulatory assets under management as of its Form ADV filed September 22, 2026. It reports 880 individual clients, 462 of them high-net-worth, holding an average of about $2.4 million each, and 26 employees. That ranks it 372nd among the nation’s 5,657 independent wealth management RIAs and 19th of 226 in Ohio. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 419-885-2626sjsinvest.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.9B
- Rank among independent wealth managers
- #372 of 5,657
- Rank among all SEC RIAs
- #2,864 of 17,210
- Rank in Ohio
- #19 of 226
- Individual clients
- 880
- High-net-worth clients
- 462
- Accounts
- 3,006
- Discretionary
- 100% of AUM
- Employees
- 26
- Advisory staff
- 22
- Offices
- 4
Owners and executives on its Form ADV
- Scott J. SavageChief Executive Officer
- Kevin T. KellyPresident
- Kevin T. KellyChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
SJS Investment Services reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 462 | $1.9B | 65% |
| Charitable organizations | 55 | $343M | 12% |
| Individuals | 418 | $200M | 7% |
| Corporations or other businesses | 50 | $196M | 7% |
| Pension and profit sharing plans | 55 | $167M | 6% |
| State or municipal government entities | 15 | $124M | 4% |
Disciplinary disclosures
SJS Investment Services reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗sjsinvest.com ↗
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The full record on SJS Investment Services
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,387 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Ancora Private Wealth Advisors, LLCCleveland | $3.9B | 4,414 |
| CM Wealth Advisors LLCBeachwood | $3.6B | 204 |
| Fairway Wealth Management LLCIndependence | $3.0B | 321 |
| Foster & Motley IncCincinnati | $2.9B | 919 |
| Windsor Advisory Group, LLCColumbus | $2.9B | 442 |
| Revisor Wealth Management LLCAkron | $2.5B | 3,070 |
Background
Questions
How much does SJS Investment Services manage?
SJS Investment Services reports $2.9B in regulatory assets under management across 3,006 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 22, 2026.
How many clients does SJS Investment Services have?
It reports 880 individual clients: 462 high-net-worth individuals and 418 other individuals. Individuals account for about 72% of its regulatory assets.
Where is SJS Investment Services headquartered?
Its main office is in Sylvania, Ohio. It reports 4 offices in total and 26 employees, 22 of whom perform investment advisory functions.
How does SJS Investment Services charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does SJS Investment Services use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 22, 2026, it reports these amounts held: Charles Schwab ($2.7B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is SJS Investment Services a hybrid RIA with a broker-dealer?
SJS Investment Services reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is SJS Investment Services a fiduciary?
As an SEC-registered investment adviser, SJS Investment Services owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is SJS Investment Services’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →