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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 57 | 47 | decreased by10 |
| Apr 1, 2026 | Clients | 3,068 | 3,114 | increased by46 |
| Apr 1, 2026 | AUM | $906,004,988 | $1,052,532,710 | increased by$146,527,722 |
| Apr 1, 2026 | Accounts | 6,052 | 6,477 | increased by425 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 54 | 57 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,241 | 3,068 | decreased by173 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $732,912,206 | $906,004,988 | increased by$173,092,782 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,199 | 6,052 | decreased by1,147 |
| Apr 1, 2022 | Employees | 21 | 54 | increased by33 |
| Apr 1, 2022 | Clients | 2,971 | 3,241 | increased by270 |
| Apr 1, 2022 | AUM | $630,653,109 | $732,912,206 | increased by$102,259,097 |
| Apr 1, 2022 | Accounts | 6,023 | 7,199 | increased by1,176 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FAITHWARD ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FAITHWARD ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.