# SJHL Financial Group

> 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.

- CRD: 285946
- Filed as: SJHL FINANCIAL GROUP
- Legal name: SJHL Financial Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McPherson, KS
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285946
- AdvisorCensus page: https://advisorcensus.com/firm/sjhl-financial-group-mcpherson-ks-285946

## Quick answers

**How is SJHL Financial Group compensated?**
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).

**Where is SJHL Financial Group located?**
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).

**Is SJHL Financial Group registered with the SEC or a state?**
SJHL Financial Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 285946.

**How much does SJHL Financial Group manage?**
SJHL Financial Group reports $174,548,564 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have SJHL Financial Group's assets and staff changed since 2022?**
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.

**What types of clients does SJHL Financial Group serve?**
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).

**Which custodians does SJHL Financial Group use?**
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.

**Does SJHL Financial Group report any disciplinary disclosures?**
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

**Does SJHL Financial Group state an account minimum?**
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."

**What changed in SJHL Financial Group's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 4 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 24, 2026)

- Account minimum: None

> SJHL does not have a minimum requirement to open, maintain an account, or to receive advisory services from us.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $174,548,564
- Discretionary: $174,548,564
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 336 | $75,383,411 |
| High net worth individuals | 48 | $99,023,005 |
| Charitable organizations | 1 | $142,148 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 13 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Hutchinson, KS
- Manhattan, KS
- Rio Rancho, NM
- Salina, KS
- Topeka, KS
- Wichita, KS

### Websites listed on Form ADV (Item 1.I)
- sjhl.com
- Facebook @SJHLKS
- LinkedIn @SWINDOLL-JANZEN-HAWK-&-LOYD-LLC
- X @SJHL-KS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $115,898,414 | 3 | June 29, 2022 |
| October 2023 | $119,211,051 | 6 | May 11, 2023 |
| October 2024 | $126,101,847 | 10 | September 6, 2024 |
| October 2025 | $138,651,427 | 10 | July 10, 2025 |
| October 2026 | $174,548,564 | 13 | September 22, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 4 to 5.

### April 2026
- 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.

### December 2025
- Employees performing advisory functions went from 4 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SJHL Financial Group (CRD 285946): Form ADV filing data as of October 2026.