Overview
Assets Under Management: $175 million
Headquarters: MCPHERSON, KS
High-Net-Worth Clients: 48
Average Client Assets: $2.1 million
Frequently Asked Questions
SJHL FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285946), SJHL FINANCIAL GROUP is subject to fiduciary duty under federal law.
SJHL FINANCIAL GROUP is headquartered in MCPHERSON, KS.
SJHL FINANCIAL GROUP serves 48 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, SJHL FINANCIAL GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SJHL FINANCIAL GROUP manages $175 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, SJHL FINANCIAL GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.73%
Average Client Assets: $2.1 million
Total Client Accounts: 948
Discretionary Accounts: 948
Regulatory Filings
CRD Number: 285946
Filing ID: 2065505
Last Filing Date: 2026-03-16 10:50:46