Sjs Investment Consulting Inc
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 1,055
- Avg AUM / client
- $2.8M
- Accounts
- 3,006
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 418 | $200M | 6.81% |
| High net worth individuals | 462 | $1.9B | 64.9% |
| Pension and profit sharing plans | 55 | $167M | 5.69% |
| Charitable organizations | 55 | $343M | 11.7% |
| State or municipal government entities | 15 | $124M | 4.23% |
| Corporations and other businesses | 50 | $196M | 6.67% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Zepf Center Retirement Savings Plan Zepf Center | 2024 | |
| First Security Bank 401(k) Profit Sharing Plan First Security Bank | 2024 | |
| Rima Manufacturing Company Employees' Retirement Savings Plan And Trust Rima Manufacturing Company | 2024 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott John Savage | Chief Executive Officer | Jan 2000 (27y) | 75% or more | |
| Kevin Thomas Kelly | President | CFA | Feb 2004 (22y) | Less than 5% |
| Jeffrey James Yost | Registered representative | Jul 2003 (23y) | ||
| Kirk Lee Ludwig | Registered representative | May 2007 (19y) | ||
| Gary Jon Geiger | Registered representative | Nov 2008 (18y) | ||
| Jennifer Ann Smiljanich | Registered representative | CFP | Oct 2010 (16y) | |
| Lisa Marie Denstorff | Registered representative | Mar 2013 (13y) | ||
| Andrew James Schaetzke | Registered representative | CFP | Sep 2014 (12y) | |
| Thomas Richard Kelly | Registered representative | CFA | Jul 2018 (8y) | |
| Katie Floyd | Registered representative | Jan 2022 (5y) | ||
| Bobby Adusumilli | Registered representative | CFA | Feb 2022 (4y) | |
| Kathleen Cristofoli | Registered representative | Feb 2022 (4y) | ||
| Austin Thomas Grizzell | Registered representative | CFP | Jun 2022 (4y) | |
| Jeffrey Neil Lewis | Registered representative | Feb 2024 (2y) | ||
| Molly Marie La Clair | Registered representative | Feb 2024 (2y) | ||
| Robert John Schaefer | Registered representative | CFP | May 2024 (2y) | |
| Elizabeth Kelly Molique | Registered representative | Oct 2025 (1y) | ||
| Grant S Sims | Registered representative | CFP | Apr 2026 (0y) | |
| Mark Joseph Doore | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Zepf Center Retirement Savings Plan | Zepf Center | 424 | $22.8M | 07/01/2024 |
| First Security Bank 401(k) Profit Sharing Plan | First Security Bank | 189 | $21.6M | 01/01/2024 |
| Rima Manufacturing Company Employees' Retirement Savings Plan And Trust | Rima Manufacturing Company | 143 | $5.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.7B (93% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗