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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Matrix fusionSummit +more
- Established Date
- 12-18-2001
- Office Locations
- 5
Office Locations
About Faithward Advisors, LLC
Faithward Advisors, LLC provides stewardship-centered, faith-based wealth management and financial planning for individuals and families, as well as businesses and nonprofit organizations, with an emphasis on legacy-focused guidance and biblically responsible investing. The firm builds portfolios using vehicles such as ETFs and mutual funds and operates through Osaic Wealth, with offices spanning Pennsylvania, New York, and Florida.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ADRIAN EVAN YOUNG
Broker, Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4584675
- Ownership
- 50% but less than 75%
BERNARD IRVING BOSTWICK
Managing Member, President
- CRD
- #4327954
- Ownership
- 25% but less than 50%
Glacier focus
Focus atlas peak
- CRD
- #81637
- Ownership
- 7.0%
Showing 2 of 4 owners & executives
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DANIEL RUSSELL BAILEY
Broker
- CRD
- #1819018
Kyle Brandon Beissel
Financial Advisor
- CRD
- #6779442
Eagle pathway
Timber frontier
- CRD
- #19838
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $813,726,852 | $137,686 |
| Non-Discretionary | $238,805,858 | $421,174 |
| Total | $1,052,532,710 | $162,503 |
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Separately Managed Accounts
Total SMA Asset: $1,052,532,710
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $302,025,511 | 20.9% |
| Equity - Exchange | $242,776,487 | 16.8% |
| U.S. Government/Agency | $336,707,866 | 23.3% |
| Cash | $390,176,498 | 27.0% |
| Municipal Bonds | $173,411,777 | 12.0% |
| Total | $1,445,098,139 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER UNISON ALPHA | UNISON VECTOR | QSPW1XZFA | GCU | 7.44% | $17,315,309 |
| TIMBER HARBOR VALUE | OPTIMA VERTEX | KGSTDZBCG | PKA | 7.43% | $53,872,487 |
| ALPHA PEAK | OPTIMA OPTIMA | FVMC402NO | IQF | 6.20% | $24,284,690 |
| BRIDGE FOUNDATION DELTA | VALUE VALUE | HBT369D5Y | WYUM | 7.02% | $118,375,810 |
| UNISON FUSION VITAL | LEGACY EAGLE | URE39SP98 | GZC | 4.08% | $52,946,614 |
| CAPITAL QUANTUM CATALYST | RIDGE RIDGE | U53JTXLNB | COTA | 8.53% | $101,514,294 |
| BRIDGE VERTEX RADIAL | MATRIX VECTOR | LTDQLN8Q3 | WATPZ | 6.89% | $74,163,658 |
| MATRIX CAPITAL PRIME | ATLAS OPTIMA | 4IG4FC4AL | VPTBU | 10.38% | $21,239,736 |