RIA Intel›Advisers›Ohio›SJS INVESTMENT CONSULTING INC

SJS INVESTMENT CONSULTING INC

Advisory

N·SYLVANIA, OH

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$2.9B

1-Year AUM Growth

+10.4%

3-Year CAGR

-3.8%

Employees

18

Assets Under Management

Total AUM$2.9B

Discretionary AUM$2.9B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients995

Team

Total Employees18

Investment Advisers21

Employee Growth (1Y)+12.5%

Filing History

Total Filings on Record69

First FilingFeb 23, 2001

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 69 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SJS INVESTMENT CONSULTING INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.