FAITHWARD ADVISORS, LLC
Latest filing: Apr 01, 2025 (45 days ago)
AUM
$906,004,988
22% change vs. 1 year ago
24% change vs. 3 years ago
68% change vs. 5 years ago
156% change vs. 10 years ago
Employee Count
57
63% change vs. 1 year ago
6% change vs. 3 years ago
159% change vs. 5 years ago
159% change vs. 10 years ago
Main Office
LANCASTER, PA
275 HESS BOULEVARD, LANCASTER, PA, UNITED STATES, 17601
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.9 |
| Non-Discretionary | $0.0 |
| Total | $0.9 |
| Client | AUM |
|---|---|
| Retail | $0.9 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 2,690 | $0.5 |
| Average Individual AUM | $183,344 | |
| HNW | 230 | $0.4 |
| Average HNW AUM | $1,595,501 | |
| Retail Total | 2,920 | $0.9 |
| Average Retail AUM | $294,576 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.9 |
| Retail SMA AUM | $0.9 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 30% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 4% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 62% | $0.6 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ADRIAN E. YOUNG | $0.0 | law firm | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
13 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL PARANICH | LANCASTER | PA | S66|2020-11-30 | ||||||
| MERRI BENJAMIN | LANCASTER | PA | S63|2011-06-28|S65|2019-04-24 | ||||||
| KYLE BEISSEL | LANCASTER | PA | S65|2018-03-28 | CERTIFIED FINANCIAL PLANNER | |||||
| REED BRUNER | LANCASTER | PA | S66|2019-10-12 | ||||||
| ANGELA SHEA | LANCASTER | PA | S63|2005-11-14 | ||||||
| BERNARD BOSTWICK | LANCASTER | PA | S63|2001-01-05|S66|2002-03-22 | ||||||
| ROBERT KAUFFMAN | LANCASTER | PA | S63|1984-09-28|S65|1999-12-29 | CHARTERED FINANCIAL CONSULTANT | |||||
| LEONARD MARSCH | LANCASTER | PA | S66|2008-01-10 | ||||||
| DIRK OLDS | LANCASTER | PA | S63|1993-05-04|S66|2014-01-27 | ||||||
| SCOTT MONGER | LANCASTER | PA | S63|1988-04-14|S65|2001-04-09 | ||||||
| LEE PAGLIA | LANCASTER | PA | S66|2023-11-13 | ||||||
| DANIEL BAILEY | LANCASTER | PA | S63|1988-06-01|S65|1996-09-25 | ||||||
| MATTHEW DIERS | LANCASTER | PA | S66|2022-08-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $0.9 | $0.0 | 0% | 57 | 0 | 0% |
| 2024-04-02 | $0.7 | $0.2 | 22% | 35 | 22 | 63% |
| 2023-04-04 | $0.6 | $0.3 | 40% | 37 | 20 | 54% |
| 2022-04-01 | $0.7 | $0.2 | 24% | 54 | 3 | 6% |
| 2021-04-05 | $0.6 | $0.3 | 44% | 21 | 36 | 171% |
| 2020-04-01 | $0.5 | $0.4 | 68% | 22 | 35 | 159% |
| 2019-04-01 | $0.5 | $0.4 | 80% | 18 | 39 | 217% |
| 2018-04-02 | $0.5 | $0.4 | 85% | 19 | 38 | 200% |
| 2017-04-01 | $0.4 | $0.5 | 118% | 20 | 37 | 185% |
| 2016-04-01 | $0.4 | $0.5 | 135% | 24 | 33 | 138% |
| 2015-04-01 | $0.4 | $0.6 | 156% | 22 | 35 | 159% |
| 2014-04-01 | $0.3 | $0.6 | 235% | 20 | 37 | 185% |
| 2013-04-01 | $0.2 | $0.7 | 339% | 20 | 37 | 185% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, CA-07/25/2017, CO-01/02/2014, DE-01/17/2007, FL-01/04/2007, GA-02/03/2011, IL-10/30/2019, IN-09/07/2021, LA-06/03/2010, MD-12/07/2005, MN-07/01/2021, NC-03/04/2013, NJ-07/15/2005, NY-06/21/2005, OH-06/03/2010, PA-09/19/2002, SC-01/05/2016, TN-07/25/2017, TX-06/21/2005, VA-01/03/2007, VT-10/01/2021, WA-10/22/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV