This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-03-1995
- Office Locations
- 5
Office Locations
About SJS Investment Services
Independent, Ohio-based advisory firm founded in 1995 serving Northwest Ohio and beyond. Provides comprehensive wealth management—investment management, goal-based planning, retirement strategies, tax and estate coordination, business succession, and philanthropic planning—for individuals/families, business owners, nonprofits, corporate retirement plans, and public funds. Investing is guided by its proprietary MarketPlus® process; custody includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
SCOTT JOHN SAVAGE
Chief Executive Officer, Founder
- CRD
- #1534598
- Ownership
- 75% or more
KEVIN THOMAS KELLY
Chief Compliance Officer, President
- CRD
- #4154606
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Bobby Adusumilli
Compliance Associate
- CRD
- #7497385
Kathleen Cristofoli
Client Service Associate
- CRD
- #7481185
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,937,122,207 | $977,087 |
| Non-Discretionary | $0 | -- |
| Total | $2,937,122,207 | $977,087 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing