SJHL FINANCIAL GROUP

RIASEC RegisteredEst. 2022

Total AUM

$175M

Discretionary

$175M

100% of AUM

Avg account

$184K

Accounts

948

Employees

Advisory reps

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, SEC-registered advisory firm organized as an LLC and operating as an independent RIA. The firm acts as a capital allocator to third‑party managers and serves both individual/family clients and institutional investors. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor and lists an accountant among its industry affiliations.