SourcingSourcing

SJHL FINANCIAL SERVICES, LLC

C27
CRD 285946·SEC 801-126251·MCPHERSON, KS
AUM
$174.5M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$524K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SJHL FINANCIAL SERVICES, LLC
CRD
285946
SEC file #
801-126251
EIN
—
DBA names
Sjhl Financial Group

Economics

AUM
$174.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$115.9M → $174.5M▲ +51%
Client mix
Individuals Other336
Individuals High Net Worth48
Charitable Organizations1

Operations

Employees (total)
11
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
3 advisors → 4 advisors▲ +33%
Primary office
MCPHERSON KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
linkedin.com/company/swindoll-janzen-hawk-&-loyd-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUCHMAN, CHET, LEE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
BUCHMAN, CHET, LEE
Anderson, Darren, Wade
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:sjhl.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2351
Soi Zip Pct 200k Plus
0.0503
Soi Zip Returns 200k Plus
370
Soi Zip Total AGI
568,247
Fdic Zip Total Deposits
12,577,825,000
Fdic Zip Branch Count
372
Fdic Zip Top Banks
Peoples Bank and Trust Company
Home State Bank & Trust Co. of McPherson, Kansas

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
12
Bc Firm IAR Count
12
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Peoples Bank and Trust CompanyMcpherson, KS
The Farmers State BankMcpherson, KS
Fdic Zip HHI
2,321
Fdic Zip Top Bank Share Pct
42.95
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI23,054
Returns1,910
Stub 2
AGI64,790
Returns1,740
Stub 3
AGI73,556
Returns1,200
Soi Zip Total Business Income
16,171
Soi Zip Total Cap Gains
24,386
Soi Zip Total Dividends
8,175
Soi Zip Total Returns
7,360
Top Owner CRD
6330947
Trust Company Affiliate
No

People (13)

13
BUCHMAN, CHET, LEE
IAR · Direct Owner · 37.5%
6330947
Anderson, Darren, Wade
IAR · Direct Owner · 17.5%
7737257
Wilson, Stacie, Ann
IAR · Direct Owner · 17.5%
7833195
Kaufman, Justin, Dale
IAR · Direct Owner · 7.5%
7681163
Rothrock, Jaymie, Arlene
IAR · Direct Owner · 7.5%
7795895
Grilliot, Adam, Leroy
IAR · Direct Owner · 7.5%
7644954
Coan, Deborah, Lee
Direct Owner · 7.5%
8064988
KLIEWER, TIMOTHY, DEAN
IAR · Executive Officer · 2.5%
5793581
RICHARD ALAN SAHATJIAN
IAR
4187279
John Eran Albrecht
IAR
7222773
Matthew Robert Kindley
IAR
7723414
Roger Clifton Nagel
IAR
6998709
Christopher Michael Strathman
IAR
8145637