F
CRD: 167822
Faith Financial Advisors, Inc.
$97.2M Total AUM
$97.2M Disc. AUM
-- 3Y CAGR
5 Employees
280 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2013
- Office Locations
- 1
Office Locations
6281 TRI-Ridge Boulevard Suite 130 Loveland OH
About Faith Financial Advisors, Inc.
Faith Financial Advisors, Inc. is a Loveland, OH-based RIA serving retail investors, including entrepreneurs, with financial planning and investment management. The firm focuses on retirement planning, estate and business-succession planning, and risk management, and incorporates insurance and annuity solutions alongside mutual-fund based allocations. Uses platforms/custody such as AssetMark and Pershing.
Team overview
56 AVG AGE
$48.6M AVG AUM / ADVISOR
$347.2K AVG AUM / CLIENT
8.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Delta ridge Pathway frontier
Client Personas
Focus
Investment Themes
Capital Ridge value
Investment Vehicles
Alpha harbor
Platform
Radial
Services
Harbor matrix Fusion Harbor Optima Vector Element Radial
Owner & Executives
S
SANDRA FAITH HALL
Chief Compliance Officer, President
- CRD
- #2122983
- Ownership
- 75% or more
(209) 364-6014
quantum.catalyst@momentumcapital.com
in linkedin.com/in/meridian-insight
Showing 1 of 1 owners & executives
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M
MATTHEW JOSEPH MITHOEFER
Financial Advisor
- CRD
- #7313084
(304) 824-5654
alpha.summit@primecapital.com
in linkedin.com/in/legacy-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,222,239 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,222,239 | -- |
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Separately Managed Accounts
Total SMA Asset: $97,222,239
Public Funds:
34.0% Cash:
66.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,912,886,604 | 34.0% |
| Cash | $3,713,250,468 | 66.0% |
| Total | $5,626,137,072 | 100.0% |