Faith Investor Services LLC
● SEC registered since 2021CRD 313337SEC# 801-121223Scottsdale, AZ
Reg. AUM
$279.7M
Employees
10
Accounts
598
Location
Scottsdale, AZ
Faith Investor Services LLC assets under management
Faith Investor Services LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2021. It reports $279.7 million in regulatory assets under management and employs 10 people.
Faith Investor Services LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura M Heitland Control | Chief Compliance Officer/Director Of Operations | Under 5% | 2025 |
| The Steven T. Nelson and Kristen L. Nelson Joint Revocable Trust Control | Member | Over 75% | 2023 |
| Kristen Lee Nelson Control | Trustee | 50-75% | 2023 |
| Steven Thomas Nelson Control | Chairman/Trustee | 50-75% | 2023 |
Frequently asked questions
How much does Faith Investor Services LLC manage?
Faith Investor Services LLC reports $279.7 million in regulatory assets under management on its Form ADV.
How many employees does Faith Investor Services LLC have?
Faith Investor Services LLC reports 10 employees.
Where is Faith Investor Services LLC located?
Faith Investor Services LLC is based in Scottsdale, AZ and has been SEC-registered since 2021.
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
| Address | 7047 E Greenway Parkway, Suite 250, Scottsdale, AZ 85254 |
| Phone | 314-214-1404 |
| Fax | 972-637-9370 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$279.7M▲ 154%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,306 advisers
EmployeesTop 40%
More than 60% of 16,824 advisers
Assets under management
$279.7Mregulatory AUM
Discretionary $276MNon-discretionary $3.7M