SJHL Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
SJHL Financial Services reports 385 clients. They include 336 individual clients, 48 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($175M across 948 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 43% |
| High-net-worth individuals | 12% | 57% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 336 | $75.4M | 43.2% | $224K |
| High-net-worth individuals | 48 | $99M | 56.7% | $2.06M |
| Charitable organizations | Fewer than 5 | $142K | 0.1% | $142K |
| Total | 385 | $175M | 100% | — |
- Clients
- 336
- Regulatory AUM
- $75.4M
- AUM share
- 43.2%
- Avg. per client
- $224K
- Clients
- 48
- Regulatory AUM
- $99M
- AUM share
- 56.7%
- Avg. per client
- $2.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $142K
- AUM share
- 0.1%
- Avg. per client
- $142K
Total
- Clients
- 385
- Regulatory AUM
- $175M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
SJHL Financial Services charges 0.50%–1.45% a year for its Investment Management and Retirement Plan Consulting Fees. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Limited-Scope, Project-Based Financial Planning
- Limited-scope, project-based financial planning is a flat fee set by the scope and complexity of the engagement; extra work is billed at an hourly rate agreed in the original agreement.
Chet Buchman owns 25% to 50% of SJHL Financial Services. The leadership team of SJHL Financial Services includes Chief Compliance Officer Timothy Kliewer. It has 13 employees, 5 of them in advisory roles.
Leadership
Timothy KliewerChief Compliance Officer
Darren AndersonMember
Chet BuchmanManaging Member
Deborah CoanMember
Adam GrilliotMember
Justin KaufmanMember
Jaymie RothrockMember
Stacie WilsonMember
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 5 in advisory functions
- 13 state-registered reps
- 1 insurance agent
- Owns 25% to 50% of SJHL Financial Services, LLC
Chet Buchman
Control person · since December 2012
- Owns 10% to 25% of SJHL Financial Services, LLC
Stacie Wilson
since January 2025
- Owns 10% to 25% of SJHL Financial Services, LLC
Darren Anderson
since January 2025
- Owns 5% to 10% of SJHL Financial Services, LLC
Adam Grilliot
since January 2025
- Owns 5% to 10% of SJHL Financial Services, LLC
Jaymie Rothrock
since January 2025
- Owns 5% to 10% of SJHL Financial Services, LLC
Justin Kaufman
since January 2025
- Owns 5% to 10% of SJHL Financial Services, LLC
Deborah Coan
since January 2025
SJHL Financial Services’ regulatory assets grew 1.5× from $116M (June 2022) to $175M (September 2026); clients rose from 340 to 385 and employees from 3 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $175M | 385 | 13 | 7 |
| July 2025 | $139M | 345 | 10 | 6 |
| March 2024 | $126M | 319 | 10 | 7 |
| May 2023 | $119M | 341 | 6 | 5 |
| June 2022 | $116M | 340 | 3 | 4 |
Besides its headquarters, SJHL Financial Services has 6 offices, with 7 listed addresses in Kansas and New Mexico.
Kansas · 6 listed addresses
- 123 South Main St., McPhersonHQ
- 4301 SW Huntoon Street, Topeka
- 200 N. Main St, Hutchinson
- 220 West Douglas, Wichita
- 1700 E. Iron Ave, Salina
- 2627 KFB Plaza, Manhattan
New Mexico · 1 listed address
- 2240 Grande BLVD Se, Rio Rancho
Contact and registration details
- Legal name
- SJHL Financial Services, LLC
- Headquarters
- 123 South Main St., McPherson, KS 67460
- Website
- Not reported
- Phone
- 620-241-1826
- SEC file
- 801-126251
- Structure
- Kansas LLC
- Fiscal year end
- December
SJHL Financial Services uses Charles Schwab ($175M) as custodian for its separately managed accounts. SJHL Financial Services has custody of $103M in client assets for 218 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $175M100%
At year end, SJHL Financial Services’ separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks1%
- Funds92%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
How many clients does SJHL Financial Services have?
SJHL Financial Services has 385 clients and manages $175 million for them, as of September 2026. They include 336 individual clients, 48 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does SJHL Financial Services offer?
SJHL Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does SJHL Financial Services charge?
SJHL Financial Services charges 0.50%–1.45% a year for its Investment Management and Retirement Plan Consulting Fees. The fee is billed in advance.
Source: SJHL FINANCIAL ADV PART 2A & 2B V.10.05.26, filed 5 October 2026
Which custodians does SJHL Financial Services use?
SJHL Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $175M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does SJHL Financial Services have?
SJHL Financial Services has 13 investment adviser representatives registered with state securities authorities, out of 13 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SJHL Financial Services invest in?
At the end of its last fiscal year, SJHL Financial Services’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SJHL Financial Services?
SJHL Financial Services’ direct owners are Chet Buchman, Stacie Wilson, Darren Anderson, Adam Grilliot, Jaymie Rothrock, Justin Kaufman and Deborah Coan, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does SJHL Financial Services get paid?
SJHL Financial Services is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact SJHL Financial Services?
SJHL Financial Services’ main office is at 123 South Main St., McPherson, KS 67460. Its phone number is 620-241-1826.