$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
6 yrs Firm Age
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- 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
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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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
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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 | -- |
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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% |