Faith Investor Services
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 313337
- Registered since
- May 17, 2021
- Website
- faithinvestorservices.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies63.65%
- HNWI21.96%
- Individuals14.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Faith Investor Services is an SEC-registered institutional RIA organized as a limited liability company and registered in 2021. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and investment companies, and selection/oversight of other advisers — it identifies itself as a capital allocator that places client capital with third‑party managers where appropriate. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities43%
- Non-Exchange Traded Equities36%
- Cash & Cash Equivalents7%
- US Government Bonds6%
- Investment Grade Corp Bonds5%
Owners & executives
2 of 2Laura Heitland
Chief Compliance OfficerCRD 8079108

Steven Nelson
Chairman & CEOCRD 1770674
Contacts
3 of 5
John Rowley
Senior Portfolio ManagerCRD 1175881

John Schmidt
Registered Wealth Management AssociateCRD 6864802

Kevin Howard
Registered Client Service AssociateCRD 7872168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 7047 E Greenway Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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