Faith Investor Services Llc
- Regulatory AUM
- $280M
- Discretionary
- $276M
- Clients
- 254
- Avg AUM / client
- $1.1M
- Accounts
- 598
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 223 | $40.2M | 14.4% |
| High net worth individuals | 27 | $61.4M | 22.0% |
| Investment companies | 4 | $178M | 63.6% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael John Skillman | Chief Compliance Officer/Chief Executive Officer | May 2021 (5y) | Less than 5% | |
| Nelson, Kristen, Lee | Trustee | Apr 2023 (3y) | ≈ 37.5% – 75% via The Steven T. Nelson And Kristen L. Nelson Joint Revocable Trust | |
| Steven Thomas Nelson | Chairman/Trustee | CFA | Apr 2023 (3y) | ≈ 37.5% – 75% via The Steven T. Nelson And Kristen L. Nelson Joint Revocable Trust |
| Richard David Armstrong | Registered representative | CFP | Apr 2025 (1y) | |
| John Curtis Rowley | Registered representative | CFA | Jan 2026 (1y) | |
| John Paul Schmidt | Registered representative | Mar 2026 (0y) | ||
| Kevin J Howard | Registered representative | Mar 2026 (0y) | ||
| Annalise Montgomery | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Steven T. Nelson And Kristen L. Nelson Joint Revocable Trust | Member | Apr 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nelson, Kristen, Lee: 50% – 75% of The Steven T. Nelson And Kristen L. Nelson Joint Revocable Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Steven Thomas Nelson: 50% – 75% of The Steven T. Nelson And Kristen L. Nelson Joint Revocable Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
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) | 05/18/2026 | 1.03 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $5.0M (2% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗