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SJS INVESTMENT CONSULTING INC, CRD 107219
SYLVANIA, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SCOTT JOHN SAVAGE | n/a | SYLVANIA, OH | 26 | 40 | n/a | no |
| JEFFREY JAMES YOST | n/a | SYLVANIA, OH | 23 | 25 | n/a | no |
| KEVIN THOMAS KELLY | Chartered Financial Analyst | SYLVANIA, OH | 22 | 26 | n/a | no |
| KIRK LEE LUDWIG | n/a | SYLVANIA, OH | 19 | 33 | n/a | no |
| GARY JON GEIGER | n/a | SYLVANIA, OH | 17 | 34 | 1 | no |
| JENNIFER ANN SMILJANICH | Certified Financial Planner | Phoenix, AZ | 15 | 27 | 2 | no |
| LISA MARIE DENSTORFF | n/a | SYLVANIA, OH | 13 | 14 | n/a | no |
| ANDREW JAMES SCHAETZKE | Certified Financial Planner | SYLVANIA, OH | Perrysburg, OH | 11 | 13 | 1 | no |
| THOMAS RICHARD KELLY | Chartered Financial Analyst | Chicago, IL | SYLVANIA, OH | 8 | 12 | n/a | no |
| Katie Floyd | n/a | SYLVANIA, OH | 4 | 11 | n/a | no |
| Bobby Adusumilli | Chartered Financial Analyst | Sylvania, OH | 4 | 10 | n/a | no |
| Kathleen Cristofoli | n/a | SYLVANIA, OH | 4 | 10 | n/a | no |
| AUSTIN THOMAS GRIZZELL | Certified Financial Planner | Scottsdale, AZ | SYLVANIA, OH | 4 | 13 | 1 | no |
| Molly Marie LaClair | n/a | SYLVANIA, OH | Perrysburg, OH | 2 | 13 | 1 | no |
| Jeffrey Neil Lewis | n/a | SYLVANIA, OH | 2 | 16 | n/a | no |
| ROBERT JOHN SCHAEFER | Certified Financial Planner | SYLVANIA, OH | 2 | 10 | 1 | no |
| Elizabeth Kelly Molique | n/a | Chicago, IL | SYLVANIA, OH | 0 | 11 | n/a | no |
| GRANT S SIMS | Certified Financial Planner | SYLVANIA, OH | 0 | 13 | 2 | no |
| Mark Joseph Doore | n/a | Perrysburg, OH | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KELLY, KEVIN, THOMAS | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2023 | Jun 11, 2026 | Jun 11, 2026 |
| SAVAGE, SCOTT, JOHN | CHIEF EXECUTIVE OFFICER | E | yes | 03/2008 | Jun 11, 2026 | Jun 11, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SJS INVESTMENT MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Scottsdale | Az | United States | 2 | no |
| Perrysburg | Oh | United States | 2 | no |
| Chicago | IL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $2.9B | $2.9B | 21 | 18 | 3 | n/a | n/a |
| 2024 | Mar 21, 2025 | $2.5B | $2.5B | 21 | 18 | 3 | n/a | n/a |
| 2023 | Mar 22, 2024 | $2.2B | $2.2B | 18 | 16 | 2 | n/a | n/a |
| 2022 | Mar 23, 2023 | $2.0B | $2.0B | 17 | 15 | 2 | n/a | n/a |
| 2021 | Mar 25, 2022 | $2.7B | $2.4B | 17 | 14 | 3 | n/a | n/a |
| 2020 | Mar 26, 2021 | $2.5B | $2.3B | 14 | 13 | 3 | n/a | n/a |
| 2019 | Mar 6, 2020 | $2.2B | $1.9B | 15 | 13 | 3 | n/a | n/a |
| 2018 | Mar 22, 2019 | $1.9B | $1.7B | 15 | 13 | 3 | n/a | n/a |
| 2017 | Mar 27, 2018 | $2.0B | $1.8B | 12 | 10 | 3 | n/a | n/a |
| 2016 | Mar 28, 2017 | $1.7B | $1.5B | 10 | 9 | n/a | n/a | n/a |
| 2015 | Mar 21, 2016 | $1.5B | $1.4B | 11 | 10 | n/a | n/a | n/a |
| 2014 | Mar 24, 2015 | $1.4B | $1.3B | 11 | 10 | n/a | n/a | n/a |
| 2013 | Mar 24, 2014 | $1.3B | $1.3B | 8 | 8 | n/a | n/a | n/a |
| 2012 | Mar 25, 2013 | $1.1B | $1.1B | 8 | 7 | n/a | n/a | n/a |
| 2011 | Mar 23, 2012 | $944M | $912M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 5.3% | 0 | 0 | 0 | 3 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.9B | $2.5B | 16.3% | $2.0B | 13.1% | 25 | 21 | 3 | 3 |