← Directory
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 Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.2M |
| Other investment advisers | Fewer than 5 | $1.10B |
| High net worth individuals | 20 | $28.6M |
| Individuals (other than high net worth individuals) | 147 | $45.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Employees | 4 | 5 | increased by1 |
| Aug 17, 2026 | Clients | 0 | 167 | increased by167 |
| Aug 17, 2026 | AUM | $922,674,221 | $1,175,991,778 | increased by$253,317,557 |
| Aug 17, 2026 | Accounts | 6,427 | 199 | decreased by6,228 |
| Apr 1, 2026 | AUM | $906,095,777 | $922,674,221 | increased by$16,578,444 |
| Apr 1, 2026 | Accounts | 6,053 | 6,427 | increased by374 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 4 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 386 | — | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $817,525,430 | $906,095,777 | increased by$88,570,347 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,222 | 6,053 | increased by2,831 |
| Apr 1, 2022 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2022 | Clients | 3,067 | 386 | decreased by2,681 |
| Apr 1, 2022 | AUM | $663,004,458 | $817,525,430 | increased by$154,520,972 |
| Apr 1, 2022 | Accounts | 5,841 | 3,222 | decreased by2,619 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FAITHWARD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FAITHWARD CAPITAL” 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.