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Adam Grilliot, portrait

Adam Grilliot

Member at SJHL Financial Services in Wichita, KS

Investment adviser registrationUpdated

Adam Grilliot holds the title Member at SJHL Financial Services, LLC, an investment adviser managing $175M, and works from its Wichita, KS office. Adam Grilliot has been registered as an investment adviser representative through SJHL Financial Services since 11 October 2022 and has 4 years in the industry across 1 firm.

4
Years in industry
4
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Adam Grilliot has held the title Member at SJHL Financial Services since January 2025, is not listed as a control person, but directly owns between 5% and 10% of the firm. Adam Grilliot holds a Bachelor of Business Administration in Accounting from Wichita State University.

SJHL Financial Services, LLC is a McPherson, KS firm with $175M under management, 385 clients and 5 advisers across 7 offices, as of its September 2026 filing.

Adam Grilliot is a Partner of SJHL. Grilliot's areas of concentration include trust, nonprofit, small business and individual tax preparation and planning. Grilliot worked at Michael Clark, CPA, PA from 2001 to 2005 and at CBIZ MHM, LLC from 2006 to 2015, and joined SJHL in 2016 when SJHL purchased the Wichita office of CBIZ MHM, LLC.

  1. – present · 4 years
    Wichita, KS · Adviser representative · Firm CRD 285946

Credentials and registrations

Professional designations

Listed by SJHL Financial Services

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Investment adviser representative registrations

Adam Grilliot is registered as an investment adviser representative in Kansas, since October 2022.

  • KansasSince 11 October 2022

Examinations

No examinations are on Adam Grilliot’s record.

Key facts

Full name
Adam Leroy Grilliot
CRD
7644954
Firm
SJHL Financial Services · CRD 285946
Role
Member
Office
220 W. Douglas, Suite 300, Wichita, KS 67202
Registration
Investment adviser registration
In the industry since
October 2022
Disciplinary history
Not yet shown here · SEC record
Firm bio
sjhl.com

Common questions

Where does Adam Grilliot work?

Adam Grilliot has held the title Member at SJHL Financial Services, LLC since January 2025.

Source: Form ADV, Schedule A, filed 22 September 2026

Is Adam Grilliot a financial advisor?

Yes. Adam Grilliot has a current investment-adviser registration in Kansas, through SJHL Financial Services since October 2022.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Adam Grilliot have?

Adam Grilliot has 4 years in the financial industry, since October 2022, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Adam Grilliot based?

Adam Grilliot’s registered office is in Wichita, KS.

Source: IAPD individual record, checked 22 October 2026

Is Adam Grilliot registered with FINRA?

No. Adam Grilliot has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Adam Grilliot’s record?

Search CRD 7644954 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Grilliot’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at SJHL Financial Services

Sources

  1. IAPD individual record, CRD 7644954, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of SJHL Financial Services, LLC, filed 22 September 2026. Title, control and ownership bands.
  3. SJHL Financial Services team page. Biography, education, credentials, awards and the portrait, reproduced for identification.