FAITH FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- LOVELAND, Ohio
- CRD number
- 167822
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals67.98%
- HNWI32.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Faith Financial Advisors, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm acts as a capital allocator, favoring pooled public funds for core exposures while also engaging third-party managers where appropriate. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational seminars, and it maintains an insurance brokerage function alongside those services. Investment emphasis aligns with straightforward, multi-asset portfolios built primarily from mutual funds and other public pooled vehicles. The firm is not an active ESG investor and operates as a single-state adviser. Fee arrangements are flexible: they use percentage-of-AUM billing alongside hourly and fixed fees and other arrangements depending on client needs.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1SANDRA FAITH HALL
President, Chief Compliance OfficerCRD 2122983
Contacts
1 of 1MATTHEW MITHOEFER
Office Manager, Financial AdvisorCRD 7313084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOVELAND, OH
CLERMONT
Location
LOVELAND, OH
Headquartered in LOVELAND, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- CLERMONT
- Address
- 6281 Tri Ridge Blvd
- Time zone
- ET (UTC-5)
- Office locations
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