SJS INVESTMENT SERVICES
Firm details
- Headquarters
- SYLVANIA, Ohio
- CRD number
- 107219
- Registered since
- July 3, 1995
- Website
- sjsinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.92%
- Charitable Organizations11.67%
- Individuals6.81%
- Corporations / Businesses6.67%
- Pension & Profit Sharing Plans5.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
SJS Investment Services is an independent, privately owned registered investment adviser operating as a corporation since the mid-1990s. The firm serves both high‑net‑worth individuals and institutional clients, offering financial planning, discretionary portfolio management for individuals/small businesses and for institutions, and the selection/oversight of other advisers. Its fee model combines percentage-of-AUM billing with fixed fees. SJS acts as a capital allocator to third‑party managers and is not positioned as an active ESG investor. The firm has appeared on multiple industry lists, including FA Magazine’s Top RIA Firms (2020), CNBC’s Top 100 Financial Advisory Firms (2021 and 2025), and Forbes’ Top RIA Firms and America’s Top RIA Firms (2022–2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities26%
- US Government Bonds5%
- Non-Exchange Traded Equities4%
- State & Local Bonds1%
Owners & executives
2 of 2THOMAS KELLY
Chief Investment OfficerCRD 6368826
SCOTT SAVAGE
Founder and CEOCRD 1534598
Contacts
3 of 16KEVIN KELLY
PresidentCRD 4154606
JEFFREY YOST
Director - Client ServicesCRD 4359655
Molly LaClair
Associate AdvisorCRD 7041761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 252Active vs passive
$670M in ETFs
7%
$48.3M
90%
$622M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $359M | 9,231,772 | 53.53% |
Location
SYLVANIA, OH
LUCAS
Location
SYLVANIA, OH
Headquartered in SYLVANIA, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- LUCAS
- Address
- 6711 Monroe St
- Time zone
- ET (UTC-5)
- Office locations
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