Faith Financial Advisors, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 167822
· Loveland, OH
· WWW.LINKEDIN.COM
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ADV data as of Mar 04, 2026
- Regulatory AUM
- $97.2M
- Discretionary
- $97.2M
- Clients
- 280
- Avg AUM / client
- $347K
- Accounts
- 637
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 256 | $66.1M | 68.0% |
| High net worth individuals | 24 | $31.1M | 32.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sandra Faith Hall | Registered representative | Aug 2013 (13y) | ||
| Matthew Joseph Mithoefer | Registered representative | Mar 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • % FEE BASED ON ASSETS UNDER THIRD PARTY MANAGEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Assetmark Brokerage, Llc $97.2M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗