Faith Investor Services
Faith Investor Services is an SEC-registered wealth manager with $279.7M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Faith Investor Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313337, SEC 801-121223, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $279.7M (2026-05-18)
- Firm type
- Wealth Manager
- Employees
- 10
- Clients
- 250
- CRD
- 313337
- Ownership
- SLATE HILL PARTNERS LLC; SKILLMAN, MICHAEL, JOHN; THE STEVEN T. NELSON AND KRISTEN L. NELSON JOINT REVOCABLE TRUST; PAOLELLA, GARRETT, KEITH; VALDMAN, JOSEF, MEIR
How much AUM does Faith Investor Services have?
Faith Investor Services reported $279.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Faith Investor Services?
Disclosed owners and executives of Faith Investor Services include SLATE HILL PARTNERS LLC, SKILLMAN, MICHAEL, JOHN, THE STEVEN T. NELSON AND KRISTEN L. NELSON JOINT REVOCABLE TRUST, PAOLELLA, GARRETT, KEITH, VALDMAN, JOSEF, MEIR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.