Sjhl Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mcpherson, KS. Its latest Form ADV filing, dated March 16, 2026, reports $175M in regulatory assets under management, 11 employees, 6 offices, and 948 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.3% of total clients.
Top client categories% of clientsClients
1
Individuals
87.3%
336
2
HNWI
12.5%
48
3
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$175Mas of March 16, 2026
Discretionary100.0%
$175M
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.
Total AUM$175M
Total Accounts948
10Y AUM Change+$59M (+50.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee35:1
10Y Employee Change+8 (+266.7%)
* 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.