Sjhl Financial Services, Llc
- Regulatory AUM
- $175M
- Discretionary
- $175M
- Clients
- 385
- Avg AUM / client
- $453K
- Accounts
- 948
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 336 | $75.4M | 43.2% |
| High net worth individuals | 48 | $99.0M | 56.7% |
| Charitable organizations | 1 | $142K | 0.08% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chet Lee Buchman | Managing Member | Dec 2012 (14y) | 25% – 50% | |
| Janzen, Keith, Stuart | Member | Dec 2012 (14y) | 25% – 50% | |
| Hawk, Kyle, J | Member | Dec 2012 (14y) | 25% – 50% | |
| Timothy Dean Kliewer | Chief Compliance Officer | CFP | Feb 2017 (10y) | Less than 5% |
| John Eran Albrecht | Registered representative | Personal Financial Specialist | Feb 2020 (7y) | |
| Adam Leroy Grilliot | Registered representative | Personal Financial Specialist | Oct 2022 (4y) | |
| Justin Dale Kaufman | Registered representative | Jan 2023 (4y) | ||
| Darren Wade Anderson | Registered representative | Aug 2023 (3y) | ||
| Jaymie Arlene Rothrock | Registered representative | Oct 2023 (3y) | ||
| Stacie Ann Wilson | Registered representative | Nov 2023 (3y) | ||
| Richard Alan Sahatjian | Registered representative | Jan 2024 (3y) | ||
| Roger Clifton Nagel | Registered representative | Personal Financial Specialist | May 2025 (1y) | |
| Matthew Robert Kindley | Registered representative | Oct 2025 (1y) | ||
| Christopher Michael Strathman | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $175M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗