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FAITHWARD CAPITAL

Legal name: SEVENONESEVEN CAPITAL MANAGEMENT, LTD

CRD 305092File 801-117445
APPROVED
Retail clients
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.18B
Above cohort median (national)
Discretionary AUM
$1.18B
Clients
167
199 accounts
Employees
5
Above cohort median in PA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Oct 8, 2019
Principal office
275 HESS BOULEVARD, SUITE 202, LANCASTER, PA, 17601
Phone
(844) 970-4055

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.18B
Discretionary AUM
$1.18B
Non-discretionary AUM
$0
Discretionary accounts
199
Non-discretionary accounts
0
Total accounts
199
AUM per client
$7.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$1.2M
Other investment advisersFewer than 5$1.10B
High net worth individuals20$28.6M
Individuals (other than high net worth individuals)147$45.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
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

DateFieldFromTo
Aug 17, 2026Aum9226742211175991778
Aug 17, 2026Clients0167
Aug 17, 2026Accounts6427199
Aug 17, 2026Employees45
Aug 12, 2026RegistrationAPPROVED

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.