{
  "crd_number": 116978,
  "slug": "faithward-advisors-llc-lancaster-pa-116978",
  "primary_business_name": "FAITHWARD ADVISORS, LLC",
  "legal_name": "FAITHWARD ADVISORS, LLC",
  "dbas": [
    "AMBASSADOR ADVISORS",
    "BETTER RETIREMENT ADVISORS",
    "GRACE WEALTH PARTNERS",
    "MONGER FINANCIAL GROUP",
    "STEPP FINANCIAL SERVICES"
  ],
  "city": "Lancaster",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "29540",
  "metro": {
    "cbsa_code": "29540",
    "common_name": "Lancaster",
    "msa_name": "Lancaster, PA",
    "path": "/advisors/pa/lancaster"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-09-19",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 1052532710.0,
  "raum_discretionary": 813726852.0,
  "raum_non_discretionary": 238805858.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 47,
  "advisory_employees": 16,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 41350044.0,
      "count": 76
    },
    "individuals": {
      "raum": 379495121.0,
      "count": 2732
    },
    "pension_profit_sharing": {
      "raum": 72619.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 631614926.0,
      "count": 304
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "CO",
    "DE",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://facebook.com/AMBASSADORADVISORS",
    "https://faithfuljourneyfoundation.org",
    "https://faithwardadvisors.com",
    "https://faithwardcapital.com",
    "https://gracewealthpartners.com",
    "https://instagram.com/ambassadoradvisors",
    "https://linkedin.com/COMPANY/AMBASSADOR-ADVISORS-LLC",
    "https://mongerfinancialgroup.com",
    "https://sevenonesevencapital.com",
    "https://steppfinancialgroup.com",
    "https://twitter.com/ambassadoradv",
    "https://youtube.com/channel/UCWLic78Synnnxhzr1JUIHiw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116978",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.H(1)(b)",
      "question": "Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?"
    }
  ],
  "city_as_filed": "LANCASTER",
  "url": "https://advisorcensus.com/firm/faithward-advisors-llc-lancaster-pa-116978",
  "display_name": "Faithward Advisors, LLC",
  "summary": "Faithward Advisors, LLC is an SEC-registered investment advisory firm in Lancaster, PA, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Faithward Advisors, LLC (CRD 116978): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Faithward Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Faithward Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Faithward Advisors, LLC located?",
      "a": "Faithward Advisors, LLC's principal office is in Lancaster, PA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Faithward Advisors, LLC registered with the SEC or a state?",
      "a": "Faithward Advisors, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 116978."
    },
    {
      "q": "How much does Faithward Advisors, LLC manage?",
      "a": "Faithward Advisors, LLC reports $1,052,532,710 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (77% discretionary)."
    },
    {
      "q": "How have Faithward Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Faithward Advisors, LLC: Regulatory assets under management: $630,653,109 in the October 2021 data and $1,052,532,710 in the October 2026 data, up 67%. Total employees: 21 in October 2021 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Faithward Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,732); high net worth individuals (304); charitable organizations (76)."
    },
    {
      "q": "Which custodians does Faithward Advisors, LLC use?",
      "a": "Faithward Advisors, LLC's 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."
    },
    {
      "q": "Does Faithward Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation) and 11.H(1)(b) (court finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116978"
    },
    {
      "q": "What changed in Faithward Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 14 to 16. Regulatory assets under management went from $906,004,988 to $1,052,532,710 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 630653109.0,
      "total_employees": 21,
      "filing_date": "2021-10-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 732912206.0,
      "total_employees": 54,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 649375833.0,
      "total_employees": 37,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 740963285.0,
      "total_employees": 35,
      "filing_date": "2024-07-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 906004988.0,
      "total_employees": 57,
      "filing_date": "2025-07-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1052532710.0,
      "total_employees": 47,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 16.",
        "Regulatory assets under management went from $906,004,988 to $1,052,532,710 (+16%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in OR."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/faithward-advisors-llc-lancaster-pa-116978.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2732,
      "fewer_than_5": false,
      "raum": 379495121.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 304,
      "fewer_than_5": false,
      "raum": 631614926.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 72619.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 76,
      "fewer_than_5": false,
      "raum": 41350044.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116978",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}