$55.3M Total AUM
$55.3M Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- EmberCapital +more
- Established Date
- 02-07-2017
- Office Locations
- 1
Office Locations
-- Lancaster PA
About Fident Financial, LLC
Fident Financial is a fee-only, fiduciary RIA based in Lancaster, PA serving middle-to-high income earners with values-based financial planning and investment management. Founder Jeremy Walter, CFP®, CKA® builds customized portfolios aligned to client goals and beliefs and updates plans through life changes. The practice has a Christian client focus and is currently closed to new clients.
Team overview
39 AVG AGE
$55.3M AVG AUM / ADVISOR
$643.2K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Oak beacon
Custodian
Vital Horizon matrix Value
Investment Themes
Vector radial Beacon Frontier fusion
Investment Vehicles
Pioneer pathway
Services
Zenith vertex Alpha crest Pathway peak Ridge harbor Glacier ember Horizon Fusion Bridge
Technology
Quantum Foundation beacon Vertex beacon
Owner & Executives
JEREMY CHARLES WALTER
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5287364
- Ownership
- 75% or more
(844) 578-3066
delta.beacon@oakcapital.com
in linkedin.com/in/crest-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,317,604 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,317,604 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,317,604
Public Funds:
34.5% Cash:
65.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $688,660,627 | 34.5% |
| Cash | $1,307,457,133 | 65.5% |
| Total | $1,996,117,760 | 100.0% |