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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 Aug 17, 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 |
|---|---|---|---|
| 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.