Data / Investment advisers / Pennsylvania / Faithward Advisors, LLC
Faithward Advisors, LLC, Lancaster, PA: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Faithward Advisors, LLC is an SEC registered investment adviser with its main office in Lancaster, Pennsylvania and reports $1.1 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Faithward Advisors, LLC (CRD number 116978): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 116978
- SEC file number
- 801-61471
- SEC status
- Approved, effective September 19, 2002
- Main office
- 275 Hess Boulevard Suite 100, Lancaster, PA 17601
- Phone
- (717) 560-8300
- Regulatory AUM
- $1,052,532,710 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $813,726,852
- Non discretionary AUM
- $238,805,858
- Accounts
- 6,477
- Employees
- 47, of which 16 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 6
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, civil court actions
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 304 | $631.6 million |
| Individuals (other than high net worth individuals) | 2,732 | $379.5 million |
| Charitable organizations | 76 | $41.4 million |
| Pension and profit sharing plans | 2 | $72,619 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.05 billion | March 27, 2026 |
| December 1, 2025 | $906 million | September 29, 2025 |
Other advisers in Lancaster
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gardner Russo & Quinn LLC | Lancaster | $9.45 billion | 3 | adviserinfo.sec.gov |
| RKL Private Wealth | Lancaster | $2.51 billion | Not listed | adviserinfo.sec.gov |
| Rodgers & Associates | Lancaster | $1.63 billion | Not listed | adviserinfo.sec.gov |
| Faithward Capital | Lancaster | $1.18 billion | Not listed | adviserinfo.sec.gov |
| Atwater Malick | Lancaster | $687.4 million | Not listed | adviserinfo.sec.gov |
| Vantus Wealth | Lancaster | $439.8 million | Not listed | adviserinfo.sec.gov |
| Odyssey Group Wealth Advisors | Lancaster | $420.9 million | Not listed | adviserinfo.sec.gov |
| Psi Capital Management | Lancaster | $384.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lancaster, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Faithward Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.