W Wellspent Public advisor graph
Wellspent public graph/Advisors/Adam Grilliot
Advisor

Adam Grilliot

Sjhl Financial Group · Wichita, Kansas

Adam Grilliot is a fee-only financial advisor at Sjhl Financial Group in Wichita, Kansas, who holds the PFS credential. Sjhl Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only PFS

Request an introduction to Adam →

Facts

FirmSjhl Financial Group
Based in Wichita, Kansas
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$174.5M across 948 accounts
CredentialsPFS
SEC registration Investment adviser representative in KS · CRD 7644954
Firm size12 employees
Disclosures None reported
Websitesjhl.com

How Adam's firm compares

  • Sjhl Financial Group's average account is about $184,000, from its Form ADV (assets managed divided by 948 accounts).

What fee-only advisors charge in Kansas

Request an introduction to Adam

Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Adam

Is Adam Grilliot a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Sjhl Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Adam charge for financial advice?

Adam's firm, Sjhl Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Adam Grilliot based?

Adam Grilliot is based in Wichita, Kansas.

What credentials does Adam Grilliot hold?

Adam Grilliot holds the PFS credential.

Is Adam Grilliot registered with the SEC?

Yes. Adam Grilliot is registered as an investment adviser representative in KS (CRD 7644954), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Sjhl Financial Group manage?

Sjhl Financial Group reports $174.5M across 948 accounts in assets under management.

How do I contact Adam Grilliot?

Through Adam's website, sjhl.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

See something wrong? Request a correction. Read our methodology.