SJS Investment Services

RIASEC Registered
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$977K
Accounts
3,006
Employees
26
Advisory reps
19

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

FINTRX

Overview

SJS Investment Services is an independent, SEC-registered registered investment adviser that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm offers financial planning, portfolio management for individuals and businesses, and manager selection services, and charges clients via asset-based fees and fixed fees. It reports no active ESG program and identifies as a single-state adviser. Industry recognition includes placements on FA Magazine’s Top RIA Firms (2020), CNBC’s Top 100 Financial Advisory Firms (2021 and 2025), and multiple Forbes listings of top RIAs (2022–2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Exchange Traded Equities 26%, US Government Bonds 5%, Non-Exchange Traded Equities 4%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities26%
  • US Government Bonds5%
  • Non-Exchange Traded Equities4%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Thomas Kelly

    Thomas Kelly

    Chief Investment OfficerCRD 6368826

  • Scott Savage

    Scott Savage

    Founder and CEOCRD 1534598

Contacts

3 of 17
  • Jeffrey Yost

    Jeffrey Yost

    Managing Director, Client ServicesCRD 4359655

  • Kevin Kelly

    Kevin Kelly

    PresidentCRD 4154606

  • Molly LaClair

    Molly LaClair

    Associate AdvisorCRD 7041761

Unlock 14 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 253

Active vs passive

$741M in ETFs

Passive

8%

$56.3M

Active

90%

$685M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$416M9,377,83256.15%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth