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SJHL FINANCIAL GROUP

MCPHERSON, KS · CRD 285946 · IAPD ↗ · 620-241-1826

$174.5MRegulatory AUM
5Advisory reps
13Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — SJHL FINANCIAL GROUP added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — SJHL FINANCIAL GROUP reported RAUM up 26% ($138.7M -> $174.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2026 — SJHL FINANCIAL GROUP reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
April 2025 — SJHL FINANCIAL GROUP notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — SJHL FINANCIAL GROUP shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — SJHL FINANCIAL GROUP added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.