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Faith Investor Services LLC

● SEC registered since 2021CRD 313337SEC# 801-121223
Export (members)
Reg. AUM
$196.8M
Employees
6
Accounts
551
Location

Faith Investor Services LLC assets under management

Faith Investor Services LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $196.8 million in regulatory assets under management and employs 6 people.

Faith Investor Services LLC owners & executives

4 reported
NameTitleOwnershipSince
Laura M Heitland ControlChief Compliance OfficerUnder 5%2025
The Steven T. Nelson and Kristen L. Nelson Joint Revocable Trust ControlMemberOver 75%2023
Kristen Lee Nelson ControlTrustee50-75%2023
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Frequently asked questions

How much does Faith Investor Services LLC manage?

Faith Investor Services LLC reports $196.8 million in regulatory assets under management on its Form ADV.

How many employees does Faith Investor Services LLC have?

Faith Investor Services LLC reports 6 employees.

Does Faith Investor Services LLC disclose fund performance?

Faith Investor Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone314-214-1404
Fax972-637-9370
Office hours8:00 a.m. - 4:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$196.8M
Non-discretionary$0
Total (RAUM)$196.8M