SJS Investment Services

RIASEC RegisteredEst. 1995

Total AUM

$2.9B

Discretionary

$2.9B

100% of AUM

Avg account

$977K

Accounts

3,006

Employees

Advisory reps

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 formed in 1995 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, and positions itself as a capital allocator that combines direct portfolio management with selection of outside managers. Core advisory services include financial planning and portfolio management for individuals, small businesses, and institutional clients, with fee arrangements that can be either a percentage of assets under management or fixed fees. SJS does not identify as an active ESG investor and is not set up as a multistate adviser. The firm has been recognized in industry lists over recent years, appearing in FA Magazine (2020), CNBC’s Top 100 Financial Advisory Firms (2021 and 2025), and Forbes’ lists of top RIA firms and America’s top RIAs across 2022–2024.