# Faithward Advisors, LLC

> 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.

- CRD: 116978
- Filed as: FAITHWARD ADVISORS, LLC
- Also doing business as: AMBASSADOR ADVISORS, BETTER RETIREMENT ADVISORS, GRACE WEALTH PARTNERS, MONGER FINANCIAL GROUP, STEPP FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lancaster, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116978
- AdvisorCensus page: https://advisorcensus.com/firm/faithward-advisors-llc-lancaster-pa-116978

## Quick answers

**How is Faithward Advisors, LLC compensated?**
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.

**Where is Faithward Advisors, LLC located?**
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).

**Is Faithward Advisors, LLC registered with the SEC or a state?**
Faithward Advisors, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 116978.

**How much does Faithward Advisors, LLC manage?**
Faithward Advisors, LLC reports $1,052,532,710 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (77% discretionary).

**How have Faithward Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Faithward Advisors, LLC serve?**
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).

**Which custodians does Faithward Advisors, LLC use?**
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.

**Does Faithward Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Faithward Advisors, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### 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: $1,052,532,710
- Discretionary: $813,726,852
- Non-discretionary: $238,805,858

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,732 | $379,495,121 |
| High net worth individuals | 304 | $631,614,926 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $72,619 |
| Charitable organizations | 76 | $41,350,044 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 47 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.H(1)(b): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116978

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Fort Myers, FL
- Naples, FL
- Tampa, FL
- Vestal, NY

### Websites listed on Form ADV (Item 1.I)
- faithfuljourneyfoundation.org
- faithwardadvisors.com
- faithwardcapital.com
- gracewealthpartners.com
- mongerfinancialgroup.com
- sevenonesevencapital.com
- steppfinancialgroup.com
- Facebook @AMBASSADORADVISORS
- Instagram @ambassadoradvisors
- LinkedIn @AMBASSADOR-ADVISORS-LLC
- X @ambassadoradv
- YouTube @UCWLic78Synnnxhzr1JUIHiw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $630,653,109 | 21 | October 1, 2021 |
| October 2022 | $732,912,206 | 54 | September 30, 2022 |
| October 2023 | $649,375,833 | 37 | March 31, 2023 |
| October 2024 | $740,963,285 | 35 | July 31, 2024 |
| October 2025 | $906,004,988 | 57 | July 25, 2025 |
| October 2026 | $1,052,532,710 | 47 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 16.
- Regulatory assets under management went from $906,004,988 to $1,052,532,710 (+16%).

### January 2026
- Registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Faithward Advisors, LLC (CRD 116978): Form ADV filing data as of October 2026.