DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Sjs Investment Services
Legal name Sjs Investment Consulting Inc
Latest filing Jun 11, 2026
First filing on the tape Mar 23, 2012 · 54 filings
SEC status approved since Jul 3, 1995
RAUM
$2.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
72%
$2.1B individuals and HNW
Advisors
19
registered through the firm on IAPD
RAUM per advisor
$155M
derived; firm RAUM over IAPD count
Employees
25
21 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
54 filings and snapshots on the tape
RAUM$2.9B as of Jun 11, 2026
Mar 23, 2012$944M then
HNW client RAUM$1.9B as of Jun 11, 2026
Mar 27, 2018$733M then
State-registered IARs (5.B.3)19 as of Jun 11, 2026
Mar 25, 20137 then
Employees (5.A)25 as of Jun 11, 2026
Mar 25, 20138 then
Private funds: no history
RAUM +16% over the last fiscal year+13% a year over threeIARs 17 to 19
Practice profile
derived from the filing of Jun 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $155MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 46derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.1MderivedHNW RAUM over HNW clients
- Average account
- $977,087derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 22%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.8%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Financial planning clients
- 600reportedItem 5.H
- Custody
- $140M, 36 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.9B65%
- Charitable organizations$343M12%
- Individuals$200M6.8%
- Corporations and businesses$196M6.7%
- Pension and profit-sharing plans$167M5.7%
- State and municipal entities$124M4.2%
- Individual clients
- 418reported
- HNW clients
- 462reported
- Pension plan clients
- 55reported
- Charitable clients
- 55reported
- Accounts
- 3,006reported
- Financial planning clients
- 600reported
- Wrap fee programs
- noreported
- Custody of client assets
- $140M for 36 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.72 fund_share=0.0 institutional_share=0.22 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
19 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Scott John Savage | Sylvania, Oh | Jan 1, 2000 | 40 y | 0 |
| Jeffrey James Yost | Sylvania, Oh | Jul 2, 2003 | 25 y | 0 |
| Kevin Thomas KellyChartered Financial Analyst | Sylvania, Oh | Feb 4, 2004 | 26 y | 0 |
| Kirk Lee Ludwig | Sylvania, Oh | May 30, 2007 | 33 y | 0 |
| Gary Jon Geiger | Sylvania, Oh | Nov 19, 2008 | 34 y | 1 |
| Jennifer Ann SmiljanichCertified Financial Planner | Phoenix, Az | Oct 12, 2010 | 27 y | 2 |
| Lisa Marie Denstorff | Sylvania, Oh | Mar 25, 2013 | 14 y | 0 |
| Andrew James SchaetzkeCertified Financial Planner | Sylvania, Oh | Sep 26, 2014 | 13 y | 1 |
| Thomas Richard KellyChartered Financial Analyst | Chicago, Il | Jul 20, 2018 | 12 y | 0 |
| Katie Floyd | Sylvania, Oh | Jan 25, 2022 | 11 y | 0 |
| Bobby AdusumilliChartered Financial Analyst | Sylvania, Oh | Feb 7, 2022 | 10 y | 0 |
| Kathleen Cristofoli | Sylvania, Oh | Feb 11, 2022 | 10 y | 0 |
| Austin Thomas GrizzellCertified Financial Planner | Scottsdale, Az | Jun 7, 2022 | 13 y | 1 |
| Jeffrey Neil Lewis | Sylvania, Oh | Feb 28, 2024 | 16 y | 0 |
| Molly Marie Laclair | Sylvania, Oh | Feb 28, 2024 | 13 y | 1 |
| Robert John SchaeferCertified Financial Planner | Sylvania, Oh | May 17, 2024 | 10 y | 1 |
| Elizabeth Kelly Molique | Chicago, Il | Oct 24, 2025 | 11 y | 0 |
| Grant S SimsCertified Financial Planner | Sylvania, Oh | Apr 1, 2026 | 13 y | 2 |
| Mark Joseph Doore | Perrysburg, Oh | Jun 30, 2026 | 11 y | 0 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 5.3% of current headcount2 left over 36 months
Left, latest
- Ryan Thomas Stoller to Mpm Wealth AdvisorsDec 26, 2025 · RIA to RIA
- Rachel Joy Keesey to Key Investment Services LLCNov 30, 2023 · RIA to affiliated broker-dealer or bank
- Craig Stafford Huntington to Mpm Wealth AdvisorsJul 18, 2022 · RIA to RIA
- Matthew Harrison Miller to Rowland Carmichael Advisors IncMay 16, 2016 · Other
Joined, latest
- Grant S Sims from Tfo Wealth PartnersApr 1, 2026 · RIA to RIA
- Ryan Thomas Stoller from Gateway Wealth Partners, LLCSep 9, 2024 · RIA to RIA
- Robert John Schaefer from Symphony Financial Services, Inc.May 17, 2024 · RIA to RIA
- Rachel Joy Keesey from UBS Financial Services Inc.Jan 31, 2023 · Wirehouse to independent RIA
- Austin Thomas Grizzell from Vanguard Advisers, Inc.Jun 7, 2022 · Affiliated broker-dealer or bank to independent RIA
- Matthew Harrison Miller from Dimensional Fund Advisors LPMar 4, 2015 · Other
- Andrew James Schaetzke from Morgan StanleySep 26, 2014 · Other
- Jennifer Ann Smiljanich from Nrp Advisors, Inc.Oct 12, 2010 · Other
- Gary Jon Geiger from Berthel Fisher & Company Financial Services, Inc.Nov 19, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Thomas Kevin Kelly · Chief Compliance Officercontrolsince 01/2023 · owns less than 5%
- John Scott Savage · Chief Executive Officercontrolsince 03/2008 · owns 75% or more
Related persons
Schedule D 7.A
- Sjs Investment Management, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Sylvania, Oh · principal | 17 | 2 | 1 | ||
| Perrysburg, Oh | 3 | 1 | 0 | ||
| Chicago, Il | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Perrysburg, OH2 employees
- Scottsdale, AZ2 employees
- Chicago, IL1 employees
What changed
consecutive filings, newest first
- Advisory employees · 18 to 21Mar 24, 2026 to Jun 11, 2026
- Employees · 21 to 25Mar 24, 2026 to Jun 11, 2026
- State-registered IARs · 17 to 19Mar 24, 2026 to Jun 11, 2026
- Accounts · 2,873 to 3,006Nov 24, 2025 to Mar 24, 2026
- Charity clients · 47 to 55Nov 24, 2025 to Mar 24, 2026
- Corporate clients · 39 to 50Nov 24, 2025 to Mar 24, 2026
- HNW clients · 435 to 462Nov 24, 2025 to Mar 24, 2026
- Individual clients · 405 to 418Nov 24, 2025 to Mar 24, 2026
- Pension plan clients · 54 to 55Nov 24, 2025 to Mar 24, 2026
- Assets in custody · $131M to $140MNov 24, 2025 to Mar 24, 2026
- Discretionary RAUM · $2.5B to $2.9BNov 24, 2025 to Mar 24, 2026
- HNW RAUM · $1.6B to $1.9BNov 24, 2025 to Mar 24, 2026
- Individual RAUM · $183M to $200MNov 24, 2025 to Mar 24, 2026
- Pension RAUM · $157M to $167MNov 24, 2025 to Mar 24, 2026
- RAUM · $2.5B to $2.9BNov 24, 2025 to Mar 24, 2026
- RAUM · $2.2B to $2.5BNov 21, 2024 to Mar 21, 2025
- Accounts · 2,636 to 2,873Nov 21, 2024 to Mar 21, 2025
- Advisory activities · 3 to 4Nov 21, 2024 to Mar 21, 2025
- Charity clients · 38 to 47Nov 21, 2024 to Mar 21, 2025
- Corporate clients · 41 to 39Nov 21, 2024 to Mar 21, 2025
- HNW clients · 381 to 435Nov 21, 2024 to Mar 21, 2025
- Individual clients · 388 to 405Nov 21, 2024 to Mar 21, 2025
- Pension plan clients · 43 to 54Nov 21, 2024 to Mar 21, 2025
- Assets in custody · $212M to $131MNov 21, 2024 to Mar 21, 2025
- Employees · 20 to 21Nov 21, 2024 to Mar 21, 2025
- Financial planning clients · 251-500 to More than 500Nov 21, 2024 to Mar 21, 2025
- Discretionary RAUM · $2.2B to $2.5BNov 21, 2024 to Mar 21, 2025
- HNW RAUM · $1.4B to $1.6BNov 21, 2024 to Mar 21, 2025
- Individual RAUM · $174M to $183MNov 21, 2024 to Mar 21, 2025
- Pension RAUM · $146M to $157MNov 21, 2024 to Mar 21, 2025
- Advisory employees · 16 to 18Oct 8, 2024 to Nov 21, 2024
- Employees · 18 to 20Oct 8, 2024 to Nov 21, 2024
- State-registered IARs · 13 to 17Oct 8, 2024 to Nov 21, 2024
- Other offices · 2 to 3Mar 22, 2024 to Oct 8, 2024
- Accounts · 2,470 to 2,636Dec 1, 2023 to Mar 22, 2024
- Charity clients · 37 to 38Dec 1, 2023 to Mar 22, 2024
- Corporate clients · 35 to 41Dec 1, 2023 to Mar 22, 2024
- HNW clients · 387 to 381Dec 1, 2023 to Mar 22, 2024
- Individual clients · 377 to 388Dec 1, 2023 to Mar 22, 2024
- Pension plan clients · 44 to 43Dec 1, 2023 to Mar 22, 2024
Signals
3 dated events
- Ryan Thomas Stoller left Sjs Investment Services for Mpm Wealth Advisors (registered 2026-01-07)Dec 26, 2025 · Advisor changed firm · fact
- Rachel Joy Keesey left Sjs Investment Services for Key Investment Services Llc (registered 2025-09-12)Nov 30, 2023 · Advisor changed firm · fact
- Craig Stafford Huntington left Sjs Investment Services for Mpm Wealth Advisors (registered 2022-05-16)Jul 18, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- SJS Investment Services · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 419-885-2626reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-434-4406reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/SJS-INVESTMENT-SERVICESreportedpublic record, Form ADV, Sep 17, 2026
- Website
- sjsmultifamilyoffice.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 419-885-2626reportedpublic record, Form ADV, Jun 11, 2026
- Team page
- sjsinvest.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $155Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026