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FAITHWARD ADVISORS, LLC
CRD 116978File 801-61471
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$813.7M
Non-discretionary $238.8M
Clients
3,114
6,477 accounts
Employees
47
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 19, 2002
- Principal office
- 275 HESS BOULEVARD, SUITE 100, LANCASTER, PA, 17601
- Phone
- 717-560-8300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $813.7M
- Non-discretionary AUM
- $238.8M
- Discretionary accounts
- 5,910
- Non-discretionary accounts
- 567
- Total accounts
- 6,477
- AUM per client
- $338K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 76 | $41.4M |
| High net worth individuals | 304 | $631.6M |
| Pension and profit sharing plans | 2 | $73K |
| Individuals (other than high net worth individuals) | 2,732 | $379.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11H1B
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.