Faithward Capital
Firm details
- Headquarters
- Lancaster, Pennsylvania
- CRD number
- 305092
- Registered since
- October 8, 2019
- Website
- www.sevenonesevencapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers93.59%
- Individuals3.88%
- HNWI2.43%
- Charitable Organizations0.1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Faithward Capital is an SEC-registered limited liability company that began registration in 2019. The firm serves individual and family clients and provides fee-based portfolio management for individuals, small businesses, and institutional/business accounts. Its billing mixes AUM-based percentage fees with fixed-fee arrangements. Faithward does not identify as an ESG-focused allocator, is not a multi-state adviser in its filings, and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities32%
- US Government Bonds10%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Robert Nayden
Chief Operating OfficerCRD 7094969
Contacts
1 of 1Jason Schrotberger
Senior Portfolio ManagerCRD 8241606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$4.3M in ETFs
90%
$3.9M
10%
$417K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $370K | 818 | 8.53% |
Location
Lancaster, PA
Lancaster
Location
Lancaster, PA
Headquartered in Lancaster, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lancaster
- Address
- 275 Hess Blvd
- Time zone
- ET (UTC-5)
- Office locations
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