# Faith Investor Services

> Faith Investor Services is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 313337
- Filed as: FAITH INVESTOR SERVICES
- Legal name: Faith Investor Services LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313337
- AdvisorCensus page: https://advisorcensus.com/firm/faith-investor-services-scottsdale-az-313337

## Quick answers

**How is Faith Investor Services compensated?**
On its Form ADV (Item 5.E, October 2026), Faith Investor Services reports these compensation arrangements: a percentage of assets under its management.

**Where is Faith Investor Services located?**
Faith Investor Services' principal office is in Scottsdale, AZ, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Faith Investor Services registered with the SEC or a state?**
Faith Investor Services is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313337.

**How much does Faith Investor Services manage?**
Faith Investor Services reports $279,720,172 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (99% discretionary).

**How have Faith Investor Services' assets and staff changed since 2021?**
In the Form ADV data for Faith Investor Services: Regulatory assets under management: $21,601,303 in the October 2021 data and $279,720,172 in the October 2026 data, up 1195%. Total employees: 3 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Faith Investor Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (223); high net worth individuals (27); investment companies (4).

**Which custodians does Faith Investor Services use?**
Faith Investor Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Faith Investor Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313337

**Does Faith Investor Services state an account minimum?**
Its Form ADV Part 2A brochure dated July 29, 2026 says: "In general, we require a $100,000 minimum dollar amount to open and maintain an advisory account; though this too is negotiable."

**What changed in Faith Investor Services' recent Form ADV filings?**
In the August 2026 filing data: Added an office in White Bear Lake, MN. No longer lists an office in Scottsdale, AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 29, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> In general, we require a $100,000 minimum dollar amount to open and maintain an advisory account; though this too is negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $279,720,172
- Discretionary: $276,028,495
- Non-discretionary: $3,691,677

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 223 | $40,246,109 |
| High net worth individuals | 27 | $61,439,584 |
| Investment companies | 4 | $178,034,479 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, IL, MN, MO, NE, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- North Charleston, SC
- St. Louis, MO
- White Bear Lake, MN

### Websites listed on Form ADV (Item 1.I)
- [faithinvestorservices.com](https://faithinvestorservices.com)
- Facebook @FaithInvestorServices
- LinkedIn @faith-investor-services
- X @FIS_ETFs

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $21,601,303 | 3 | September 9, 2021 |
| October 2022 | $24,966,232 | 4 | March 12, 2022 |
| October 2023 | $49,675,960 | 2 | September 15, 2023 |
| October 2024 | $110,329,859 | 7 | May 7, 2024 |
| October 2025 | $196,790,672 | 6 | June 2, 2025 |
| October 2026 | $279,720,172 | 10 | July 29, 2026 |

Regulatory assets under management: $21,601,303 in the October 2021 data and $279,720,172 in the October 2026 data, up 1195%.
Total employees: 3 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added an office in White Bear Lake, MN.
- No longer lists an office in Scottsdale, AZ.

### June 2026
- Registered or notice-filed in MN.

### May 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $196,790,672 to $279,720,172 (+42%).
- Added an office in North Charleston, SC.

### March 2026
- Changed its office addresses in Scottsdale, AZ.

### December 2025
- Registered or notice-filed in CA, FL, PA, SC, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Faith Investor Services (CRD 313337): Form ADV filing data as of October 2026.