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
- Client types
- Other Investment Advisers99.99%
- Individuals0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Faithward Capital is a fee-based advisory LLC focused on discretionary portfolio management for individuals, small businesses and institutional/business clients. The firm uses a percentage-of-AUM fee model and its public filings show an orientation toward pooled public funds and indexed ETF exposure rather than concentrated individual-stock bets. It does not identify as an active ESG investor and is not organized as a multi-state or pension consultant adviser. Investment activity centers on traditional mutual funds and ETFs for broad market and sector allocation, with portfolio construction appearing to prioritize liquid, custody-friendly vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds62%
- Exchange Traded Equities30%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
1 of 1Robert 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 12Active vs passive
$2.2M in ETFs
90%
$2M
10%
$208K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $370K | 818 | 17.06% |
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
Similar firms
FAITHWARD ADVISORS, LLC
RIALANCASTER, PA
ATWATER MALICK
RIALANCASTER, PA
RODGERS & ASSOCIATES
RIALANCASTER, PA
VANTUS WEALTH
RIALANCASTER, PA
ODYSSEY GROUP WEALTH ADVISORS
RIALANCASTER, PA
PSI CAPITAL MANAGEMENT
RIALANCASTER, PA