# SJS Investment Services

> SJS Investment Services is an SEC-registered investment advisory firm in Sylvania, OH, registered since 1995, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 107219
- Filed as: SJS INVESTMENT SERVICES
- Legal name: SJS Investment Consulting Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sylvania, OH
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107219
- AdvisorCensus page: https://advisorcensus.com/firm/sjs-investment-services-sylvania-oh-107219

## Quick answers

**How is SJS Investment Services compensated?**
On its Form ADV (Item 5.E, October 2026), SJS Investment Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is SJS Investment Services located?**
SJS Investment Services' principal office is in Sylvania, OH, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is SJS Investment Services registered with the SEC or a state?**
SJS Investment Services is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 107219.

**How much does SJS Investment Services manage?**
SJS Investment Services reports $2,937,122,207 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have SJS Investment Services' assets and staff changed since 2021?**
In the Form ADV data for SJS Investment Services: Regulatory assets under management: $2,510,113,958 in the October 2021 data and $2,937,122,207 in the October 2026 data, up 17%. Total employees: 14 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SJS Investment Services serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (462); individuals (other than high net worth individuals) (418); pension and profit sharing plans (but not the plan participants or government pension plans) (55).

**Which custodians does SJS Investment Services use?**
SJS Investment Services' 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 SJS Investment Services 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/107219

**Does SJS Investment Services state an account minimum?**
Its Form ADV Part 2A brochure dated June 11, 2026 says: "We seek portfolios with a minimum value of $1,000,000. We may waive this condition based on special circumstances on a client-by-client basis."

**What changed in SJS Investment Services' recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 21 to 22. Registered or notice-filed in NH, VA.

## 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 11, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We seek portfolios with a minimum value of $1,000,000. We may waive this condition based on special circumstances on a client-by-client basis.

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: $2,937,122,207
- Discretionary: $2,937,122,207
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 418 | $200,150,305 |
| High net worth individuals | 462 | $1,906,729,066 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 55 | $167,241,596 |
| Charitable organizations | 55 | $342,843,124 |
| State or municipal government entities (including government pension plans) | 15 | $124,161,467 |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 50 | $195,996,649 |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 1995 (31 years)
- Employees: 26 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NE, NH, NY, OH, OR, SC, TN, TX, VA
- 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
- Chicago, IL
- Perrysburg, OH
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- marketplusinvesting.com
- sjsinvest.com
- sjsmultifamilyoffice.com
- vimeo.com/user11055397
- yelp.com/biz/sjs-investment-services-chicago
- yelp.com/biz/sjs-investment-services-scottsdale-3
- yelp.com/biz/sjs-investment-services-sylvania-3
- Facebook @SJSInvestmentServices
- LinkedIn @SJS-INVESTMENT-SERVICES
- LinkedIn @SCOTTJSAVAGE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,510,113,958 | 14 | March 26, 2021 |
| October 2022 | $2,675,948,914 | 17 | August 19, 2022 |
| October 2023 | $2,028,889,719 | 17 | March 23, 2023 |
| October 2024 | $2,239,265,454 | 18 | March 22, 2024 |
| October 2025 | $2,526,310,808 | 21 | March 21, 2025 |
| October 2026 | $2,937,122,207 | 26 | September 22, 2026 |

Regulatory assets under management: $2,510,113,958 in the October 2021 data and $2,937,122,207 in the October 2026 data, up 17%.
Total employees: 14 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 21 to 22.
- Registered or notice-filed in NH, VA.

### July 2026
- Employees performing advisory functions went from 18 to 21.
- Registered or notice-filed in LA, OR.

### April 2026
- Regulatory assets under management went from $2,526,310,808 to $2,937,122,207 (+16%).

### January 2026
- No longer registered or notice-filed in VA.

### December 2025
- Registered or notice-filed in MO, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SJS Investment Services (CRD 107219): Form ADV filing data as of October 2026.