Sjhl Financial Group

RIASEC Registered

Total AUM

$175M

Discretionary

$175M

100% of AUM

Avg account

$184K

Accounts

948

Employees

12

Advisory reps

13

Firm details

Headquarters: Mcpherson, Kansas
CRD number: 285946
Registered since: July 29, 2022
Website: sjhl.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI56.73%
Individuals43.19%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sjhl Financial Group is an independent RIA organized as an LLC that registered with the SEC in 2022. The firm is owner-managed and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory model combines percentage-of-AUM and fixed-fee arrangements and includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds92%
Cash & Cash Equivalents4%
Exchange Traded Equities1%
US Government Bonds1%
State & Local Bonds1%

Contacts

3 of 13

Timothy Kliewer
Financial PlannerCRD 5793581
Roger Nagel
Investment Adviser RepresentativeCRD 6998709
John Albrecht
PartnerCRD 7222773

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Mcpherson, KS

Mcpherson

Location

Mcpherson, KS

Headquartered in Mcpherson, KS, in the Midwest of the United States.

Region: Midwest
County: Mcpherson
Address: 123 S Main St
Time zone: CT (UTC-6)
Office locations

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