FAITH FINANCIAL ADVISORS, INC.

RIASEC Registered
Total AUM
$97.2M
Discretionary
$97.2M
100% of AUM
Avg account
$153K
Accounts
637
Employees
5
Advisory reps
2

Firm details

Headquarters
LOVELAND, Ohio
CRD number
167822
Custodians
ASSETMARK TRUST CO.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals67.98%
  • HNWI32.02%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Faith Financial Advisors, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm acts as a capital allocator, favoring pooled public funds for core exposures while also engaging third-party managers where appropriate. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational seminars, and it maintains an insurance brokerage function alongside those services. Investment emphasis aligns with straightforward, multi-asset portfolios built primarily from mutual funds and other public pooled vehicles. The firm is not an active ESG investor and operates as a single-state adviser. Fee arrangements are flexible: they use percentage-of-AUM billing alongside hourly and fixed fees and other arrangements depending on client needs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Cash & Cash Equivalents 2%98%
  • Public Funds/Mutual Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • SANDRA FAITH HALL

    President, Chief Compliance OfficerCRD 2122983

Contacts

1 of 1
  • MATTHEW MITHOEFER

    Office Manager, Financial AdvisorCRD 7313084

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LOVELAND, OH

CLERMONT

Location

LOVELAND, OH

Headquartered in LOVELAND, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
CLERMONT
Address
6281 Tri Ridge Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth