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| Keyboard |
| Faith Investor Services LLC
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|---|---|
| CRD # | 313337 |
| SEC # | 801-121223 |
| CIK # | |
| AUM | 279.7 M (2026-05-18) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 314-214-1404 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 40.2 |
| (b) Individuals (high net worth individuals) | 27 | 61.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 178.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 598 | 279.7 |
| By Discretionary | ||
| Discretionary | 589 | 276.0 |
| Non-Discretionary | 9 | 3.7 |
| Total | 598 | 279.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.7 | |
| Total | 598 | 279.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
WWM Advisory Inc
✚
|
CA | 280.1 M |
|
Rockingstone Advisors LLC
✚
|
MA | 280.1 M |
|
Victus Captial Wealth LLC
✚
|
CA | 280.1 M |
|
Willow Creek Capital Management Inc
✚
|
MT | 280.0 M |
|
Conquis Financial LLC
✚
|
CA | 280.0 M |
|
ARG Private Wealth LLC
✚
|
OH | 280.0 M |
|
Perritt Capital Management Inc
✚
|
IL | 279.8 M |
|
McBrearty Capital Management Inc
✚
|
TN | 279.7 M |
|
Tandem Capital Management Corp
✚
|
NJ | 279.7 M |
|
American Financial & Tax Strategies Inc
✚
|
NY | 279.4 M |