SJS Investment Consulting provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 600 clients last fiscal year.
SJS Investment Consulting reports 1,055 clients. They include 462 high-net-worth individuals, 418 individual clients, and 55 pension and profit-sharing plans. Of its assets, 100.0% ($2.94B across 3,006 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 40% | 7% |
| High-net-worth individuals | 44% | 65% |
| Pension and profit-sharing plans | 5% | 6% |
| Charitable organizations | 5% | 12% |
| State or municipal government entities | 1% | 4% |
| Other client typesCorporations and other businesses | 5% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 418 | $200M | 6.8% | $479K |
| High-net-worth individuals | 462 | $1.91B | 64.9% | $4.13M |
| Pension and profit-sharing plans | 55 | $167M | 5.7% | $3.04M |
| Charitable organizations | 55 | $343M | 11.7% | $6.23M |
| State or municipal government entities | 15 | $124M | 4.2% | $8.28M |
| Corporations and other businesses | 50 | $196M | 6.7% | $3.92M |
| Total | 1,055 | $2.94B | 100% | $2.78M |
- Clients
- 418
- Regulatory AUM
- $200M
- AUM share
- 6.8%
- Avg. per client
- $479K
- Clients
- 462
- Regulatory AUM
- $1.91B
- AUM share
- 64.9%
- Avg. per client
- $4.13M
- Clients
- 55
- Regulatory AUM
- $167M
- AUM share
- 5.7%
- Avg. per client
- $3.04M
- Clients
- 55
- Regulatory AUM
- $343M
- AUM share
- 11.7%
- Avg. per client
- $6.23M
- Clients
- 15
- Regulatory AUM
- $124M
- AUM share
- 4.2%
- Avg. per client
- $8.28M
- Clients
- 50
- Regulatory AUM
- $196M
- AUM share
- 6.7%
- Avg. per client
- $3.92M
Total
- Clients
- 1,055
- Regulatory AUM
- $2.94B
- AUM share
- 100%
- Avg. per client
- $2.78M
- 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
- 600
SJS Investment Consulting charges 0.50%–1.10% a year for its Standard investment management fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.10% |
| $500K–$1M | 1.00% |
| $1M–$2M | 0.90% |
| $2M–$5M | 0.70% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Financial planning
- Financial planning is charged as a flat fee set by the complexity of the plan, typically $1,000 to $5,000, payable on completion of the plan.
Scott Savage owns 75% or more of SJS Investment Consulting. Scott Savage is CEO; the leadership team includes President Kevin Kelly. It has 26 employees, 22 of them in advisory roles.
Staff
- 26 employees
- 22 in advisory functions
- 19 state-registered reps
- 5 insurance agents
- Owns 75% or more of SJS Investment Consulting Inc
Scott Savage
Control person · since March 2008
SJS Investment Consulting’s regulatory assets grew from $2.51B (March 2021) to $2.94B (September 2026); clients rose from 813 to 1,055 and employees from 14 to 26.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $2.94B | 1,055 | 26 | 4 |
| Mar 2025March 2025 | $2.53B | 995 | 21 | 4 |
| Mar 2024March 2024 | $2.24B | 906 | 18 | 3 |
| Mar 2023March 2023 | $2.03B | 898 | 17 | 3 |
| Jul 2022July 2022 | $2.68B | 870 | 17 | 4 |
| Mar 2021March 2021 | $2.51B | 813 | 14 | 4 |
Besides its headquarters, SJS Investment Consulting has 3 offices, with 4 listed addresses across 3 states.
Ohio · 2 listed addresses
- 6711 Monroe St., Building IV, Suite A, SylvaniaHQ
- 115 W Front Street, Perrysburg
Arizona · 1 listed address
- 6720 N. Scottsdale RD., Scottsdale
Illinois · 1 listed address
- 55 W. Monroe, Chicago
Contact and registration details
- Legal name
- SJS Investment Consulting Inc
- Headquarters
- 6711 Monroe St., Building IV, Suite A, Sylvania, OH 43560
- Website
- sjsinvest.com
- Phone
- 419-885-2626
- @sjs-investment-services
- SEC file
- 801-49585
- Structure
- Ohio corporation
- Fiscal year end
- December
SJS Investment Consulting’s named custodian for separately managed accounts is Charles Schwab ($2.72B). SJS Investment Consulting has custody of $140M for 36 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $2.72B100%
At year end, SJS Investment Consulting’s separately managed accounts were mostly in funds (62%) and stocks (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $919M across 2,884 positions; the largest are Dimensional ETF Trust (45.3%), Dimensional ETF Trust (8.4%) and Dimensional ETF Trust (4.1%).
What the accounts hold
- Stocks30%
- Exchange-traded equities26%
- Non-exchange-traded equities4%
- Funds62%
- Bonds7%
- U.S. government and agency bonds5%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash1%
How many clients does SJS Investment Consulting have?
SJS Investment Consulting has 1,055 clients and manages $2.94 billion for them, as of September 2026. They include 462 high-net-worth individuals, 418 individual clients, and 55 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does SJS Investment Consulting offer?
SJS Investment Consulting provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does SJS Investment Consulting charge?
SJS Investment Consulting charges 0.50%–1.10% a year for its Standard investment management fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A AS OF JUNE 2026, filed 11 June 2026
Which custodians does SJS Investment Consulting use?
SJS Investment Consulting’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.72B. 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 SJS Investment Consulting have?
SJS Investment Consulting has 19 investment adviser representatives registered with state securities authorities, out of 26 employees, and 22 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SJS Investment Consulting invest in?
At the end of its last fiscal year, SJS Investment Consulting’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 5% U.S. government and agency bonds, 4% non-exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SJS Investment Consulting?
SJS Investment Consulting’s direct owner is Scott Savage (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does SJS Investment Consulting get paid?
SJS Investment Consulting 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 SJS Investment Consulting?
SJS Investment Consulting’s main office is at 6711 Monroe St., Building IV, Suite A, Sylvania, OH 43560. Its phone number is 419-885-2626. Its website is sjsinvest.com.