Sjs Investment Services is an SEC registered investment adviser organized as a corporation with a primary office location in Sylvania, OH. Its latest Form ADV filing, dated March 24, 2026, reports $2.9B in regulatory assets under management, 21 employee, 3 offices, and 3,006 accounts.
Assets Under Management
$2.9B
Employees
21
Offices
3 offices
Total Clients
1,055
Primary office
SYLVANIA, OH
6711 MONROE ST., BUILDING IV, SUITE A, SYLVANIA, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 43.8% of total clients.
Top client categories% of clientsClients
1
HNWI
43.8%
462
2
Individuals
39.6%
418
3
Pension Plans
5.2%
55
4
Charitable
5.2%
55
5
Corporations
4.7%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 24, 2026
Discretionary100.0%
$2.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts3,006
10Y AUM Change+$1.3B (+74.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee50:1
10Y Employee Change+11 (+110.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.