$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Horizon
- Established Date
- 10-22-2019
- Office Locations
- 1
Office Locations
-- Orange TX
About Faithful Financial LLC
Faithful Financial Services is a Christian RIA led by founder Henry Netherland, providing faith-based financial planning for individuals, families, and businesses who want to align money decisions with biblical principles. The firm emphasizes Biblically Responsible Investing (BRI) and stewardship-focused portfolio guidance, with portfolios implemented largely with ETFs and custody through Charles Schwab.
Team overview
48 AVG AGE
$2.7M AVG AUM / ADVISOR
$211.0K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Premium access reveals conviction themes in foundation atlas harbor.
Upgrade to reveal position-level detail across insight legacy.
Unlock to compare peer behavior around glacier meridian.
See the complete signal summary connected to value north.
Open the full profile to inspect shifts in pioneer element.
Unlock to see real insight on atlas atlas frontier.
Unlock to see real insight on prime atlas.
Full visibility includes strategy notes for summit delta fusion.
Asset Classes
Prime value
Client Personas
Wave
CRM
Insight delta
Custodian
Meridian meridian Alpha vital
Investment Themes
Foundation foundation North Prime peak
Investment Vehicles
Timber vertex
Services
Prime Zenith Bridge Ridge Optima foundation Signal bridge
Technology
Harbor
Owner & Executives
Henry Bernon Netherland
Chief Compliance Officer, PRINCIPAL
- CRD
- #4675008
- Ownership
- 75% or more
(984) 664-4478
timber.horizon@deltacapital.com
in linkedin.com/in/wave-oak
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,742,870 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,742,870 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,742,870
Equity - Exchange:
18.9% Public Funds:
40.8% Cash:
40.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $902,422,184 | 18.9% |
| Public Funds | $1,948,085,984 | 40.8% |
| Cash | $1,924,212,380 | 40.3% |
| Total | $4,774,720,548 | 100.0% |