{
  "crd_number": 285946,
  "slug": "sjhl-financial-group-mcpherson-ks-285946",
  "primary_business_name": "SJHL FINANCIAL GROUP",
  "legal_name": "SJHL FINANCIAL SERVICES, LLC",
  "dbas": [],
  "city": "McPherson",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "32700",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-29",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-22",
  "carried_forward": false,
  "raum_total": 174548564.0,
  "raum_discretionary": 174548564.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 13,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 142148.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 75383411.0,
      "count": 336
    },
    "high_net_worth_individuals": {
      "raum": 99023005.0,
      "count": 48
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KS",
    "MO",
    "NM",
    "TX"
  ],
  "websites": [
    "https://facebook.com/SJHLKS",
    "https://linkedin.com/COMPANY/SWINDOLL-JANZEN-HAWK-&-LOYD-LLC",
    "https://sjhl.com",
    "https://twitter.com/SJHL-KS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285946",
  "city_as_filed": "MCPHERSON",
  "url": "https://advisorcensus.com/firm/sjhl-financial-group-mcpherson-ks-285946",
  "display_name": "SJHL Financial Group",
  "summary": "SJHL Financial Group is an SEC-registered investment advisory firm in McPherson, KS, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.",
  "citation": "AdvisorCensus. SJHL Financial Group (CRD 285946): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is SJHL Financial Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), SJHL Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is SJHL Financial Group located?",
      "a": "SJHL Financial Group's principal office is in McPherson, KS, according to its Form ADV; the October 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is SJHL Financial Group registered with the SEC or a state?",
      "a": "SJHL Financial Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 285946."
    },
    {
      "q": "How much does SJHL Financial Group manage?",
      "a": "SJHL Financial Group reports $174,548,564 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have SJHL Financial Group's assets and staff changed since 2022?",
      "a": "In the Form ADV data for SJHL Financial Group: Regulatory assets under management: $115,898,414 in the October 2022 data and $174,548,564 in the October 2026 data, up 51%. Total employees: 3 in October 2022 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does SJHL Financial Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (336); high net worth individuals (48); charitable organizations (1)."
    },
    {
      "q": "Which custodians does SJHL Financial Group use?",
      "a": "SJHL Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does SJHL Financial Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285946"
    },
    {
      "q": "Does SJHL Financial Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 24, 2026 says: \"SJHL does not have a minimum requirement to open, maintain an account, or to receive advisory services from us.\""
    },
    {
      "q": "What changed in SJHL Financial Group's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 4 to 5."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 115898414.0,
      "total_employees": 3,
      "filing_date": "2022-06-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 119211051.0,
      "total_employees": 6,
      "filing_date": "2023-05-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 126101847.0,
      "total_employees": 10,
      "filing_date": "2024-09-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 138651427.0,
      "total_employees": 10,
      "filing_date": "2025-07-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 174548564.0,
      "total_employees": 13,
      "filing_date": "2026-09-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 4.",
        "Regulatory assets under management went from $138,651,427 to $174,548,564 (+26%).",
        "Added an office in Topeka, KS."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 4 to 5."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "SJHL does not have a minimum requirement to open, maintain an account, or to receive advisory services from us."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "SJHL does not have a minimum requirement to open, maintain an account, or to receive advisory services from us."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sjhl-financial-group-mcpherson-ks-285946.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 336,
      "fewer_than_5": false,
      "raum": 75383411.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 48,
      "fewer_than_5": false,
      "raum": 99023005.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 142148.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285946",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}