Faithful Financial LLC

Overview

Faithful Financial LLC is a small, independent registered investment adviser focused on serving individual and family clients and small businesses with financial planning and discretionary portfolio management. The firm runs a fee model that combines a percentage-of-assets arrangement with hourly charges for planning work. Investment activity shows a clear equity bias: the firm emphasizes exchange-traded equities as the core holding type and uses mutual funds and third-party hedge fund managers as complementary building blocks. Faithful Financial is not positioned as a multi-state adviser or a capital allocator and does not identify as an active ESG investor. Given the firm’s size, its practice appears oriented toward hands-on client relationships and customized advice rather than large-scale institutional solutions. Portfolio management activity is primarily discretionary, and custodial relationships are centralized through a major custodian, which supports a streamlined operational setup.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices