Faith Investor Services

RIASEC RegisteredEst. 2021

Total AUM

$280M

Discretionary

$276M

99% of AUM

Avg account

$468K

Accounts

598

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 313337
Registered since: May 17, 2021
Website: faithinvestorservices.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies63.65%
HNWI21.96%
Individuals14.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Faith Investor Services is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm manages portfolios for individual and family clients as well as institutional mandates, charging fees based on a percentage of assets under management. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, management for investment companies, and selection of outside advisers. The firm identifies as a capital allocator and does not position itself as an active ESG investor.