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FAITH INVESTOR SERVICES
Legal name: FAITH INVESTOR SERVICES LLC
CRD 313337File 801-121223
APPROVED
Retail clients
Custody
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$279.7M
Below cohort median (national)
Discretionary AUM
$276.0M
Non-discretionary $3.7M
Clients
254
598 accounts
Employees
10
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 17, 2021
- Principal office
- 7047 E GREENWAY PARKWAY, SUITE 250, SCOTTSDALE, AZ, 85254
- Phone
- 480-780-0104
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $279.7M
- Discretionary AUM
- $276.0M
- Non-discretionary AUM
- $3.7M
- Discretionary accounts
- 589
- Non-discretionary accounts
- 9
- Total accounts
- 598
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $178.0M |
| High net worth individuals | 27 | $61.4M |
| Individuals (other than high net worth individuals) | 223 | $40.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 6 | 10 | increased by4 |
| May 1, 2026 | Custody | No | Yes | |
| May 1, 2026 | Clients | 271 | 254 | decreased by17 |
| May 1, 2026 | AUM | $196,790,672 | $279,720,172 | increased by$82,929,500 |
| May 1, 2026 | Accounts | 551 | 598 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 271 | increased by270 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $24,966,232 | $196,790,672 | increased by$171,824,440 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 551 | increased by550 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | AUM | $21,601,303 | $24,966,232 | increased by$3,364,929 |
| Nov 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Oct 1, 2021 | AUM | $0 | $21,601,303 | increased by$21,601,303 |
| Oct 1, 2021 | Accounts | 0 | 1 | increased by1 |
| Jun 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FAITH INVESTOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FAITH INVESTOR” 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.