Faithward Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 2,000 clients last fiscal year.
Faithward Advisors reports 3,114 clients. They include 2,732 individual clients, 304 high-net-worth individuals and 76 charitable organizations. Of its assets, 77.3% ($814M across 5,910 accounts) are managed with discretion; $239M across 567 accounts are not. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 36% |
| High-net-worth individuals | 10% | 60% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,732 | $379M | 36.1% | $139K |
| High-net-worth individuals | 304 | $632M | 60.0% | $2.08M |
| Pension and profit-sharing plans | 2 | $72.6K | 0.0% | $36.3K |
| Charitable organizations | 76 | $41.4M | 3.9% | $544K |
| Total | 3,114 | $1.05B | 100% | $338K |
- Clients
- 2,732
- Regulatory AUM
- $379M
- AUM share
- 36.1%
- Avg. per client
- $139K
- Clients
- 304
- Regulatory AUM
- $632M
- AUM share
- 60.0%
- Avg. per client
- $2.08M
- Clients
- 2
- Regulatory AUM
- $72.6K
- AUM share
- 0.0%
- Avg. per client
- $36.3K
- Clients
- 76
- Regulatory AUM
- $41.4M
- AUM share
- 3.9%
- Avg. per client
- $544K
Total
- Clients
- 3,114
- Regulatory AUM
- $1.05B
- AUM share
- 100%
- Avg. per client
- $338K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 2000
Faithward Advisors charges 1.00%–1.75% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.75% |
| $250K–$1M | 1.50% |
| $1M–$3M | 1.25% |
| $3M and above | 1.00% |
Fee details and sources
Other fees
- Financial Planning and Estate Management Consulting
- Fees subject to negotiation, tiered at 0.60% of net worth on the first $750,000 and 0.30% thereafter.
- Pension Consulting
- Negotiated case by case with each plan sponsor, billed by hourly, flat or asset-based fee.
Adrian Young owns 50% to 75% of Faithward Advisors. Adrian Young is CEO; the leadership team includes President Bernard Bostwick. It has 47 employees, 16 of them in advisory roles.
Staff
- 47 employees
- 16 in advisory functions
- 16 state-registered reps
- 13 broker-dealer reps
- 13 insurance agents
- 4 soliciting firms
- Owns 50% to 75% of Faithward Advisors, LLC
Adrian Young
Control person · since May 2010
- Owns 25% to 50% of Faithward Advisors, LLC
Bernard Bostwick
Control person · since May 2010
- Owns 5% to 10% of Faithward Advisors, LLC
The Faithful Journey Foundation
since January 2022
- Owns 5% to 10% of Faithward Advisors, LLC
The Faithful Journey
since January 2022
Faithward Advisors’ regulatory assets grew 1.7× from $631M (July 2021) to $1.05B (March 2026); clients were 3,114 in both filings and employees rose from 21 to 47.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.05B | 3,114 | 47 | 7 |
| Jul 2025July 2025 | $906M | 3,068 | 57 | 7 |
| Jul 2024July 2024 | $741M | 2,716 | 35 | 7 |
| Mar 2023March 2023 | $649M | 2,894 | 37 | 8 |
| Apr 2022April 2022 | $733M | 3,241 | 54 | 7 |
| Jul 2021July 2021 | $631M | 2,971 | 21 | 7 |
Besides its headquarters, Faithward Advisors has 6 offices (2 private residences, listed without an address), with 5 listed addresses across 3 states.
Florida · 3 listed addresses
- 5237 Summerlin Commons BLVD, Fort Myers
- 17425 Bridge Hill Court, Tampa
- 1415 Panther Lane, Naples
New York · 1 listed address
- 4100 Vestal RD, Vestal
Pennsylvania · 1 listed address
- 275 Hess Boulevard, Suite 100, LancasterHQ
Other business names
Faithward Advisors has reported 5 other business names to the SEC.
- Ambassador Advisors
- Better Retirement Advisors
- Grace Wealth Partners
- Monger Financial Group
- Stepp Financial Services
Contact and registration details
- Legal name
- Faithward Advisors, LLC
- Headquarters
- 275 Hess Boulevard, Suite 100, Lancaster, PA 17601
- Website
- faithwardadvisors.com
- Phone
- 717-560-8300
- SEC file
- 801-61471
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Faithward Advisors’ named custodian for separately managed accounts is Charles Schwab ($906M). Faithward Advisors has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $906M100%
At year end, Faithward Advisors’ separately managed accounts were mostly in funds (61%) and stocks (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $819M across 339 positions; the largest are Northern Lts FD TR IV (5.0%), Northern Lts FD TR IV (3.9%) and Blackrock ETF Trust II (2.6%).
What the accounts hold
- Stocks30%
- Funds61%
- Bonds6%
- U.S. government and agency bonds5%
- State and local bonds1%
- Cash3%
How many clients does Faithward Advisors have?
Faithward Advisors has 3,114 clients and manages $1.05 billion for them, as of March 2026. They include 2,732 individual clients, 304 high-net-worth individuals and 76 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Faithward Advisors offer?
Faithward Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Faithward Advisors charge?
Faithward Advisors charges 1.00%–1.75% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: 20260325 FAITHWARD ADVISORS- PART 2A, filed 27 March 2026
Which custodians does Faithward Advisors use?
Faithward Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $906M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Faithward Advisors have?
Faithward Advisors has 16 investment adviser representatives registered with state securities authorities, out of 47 employees, and 16 perform investment advisory functions. 13 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Faithward Advisors invest in?
At the end of its last fiscal year, Faithward Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 5% U.S. government and agency bonds, 3% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Faithward Advisors?
Faithward Advisors’ direct owners are Adrian Young (50% to 75%), Bernard Bostwick (25% to 50%), the Faithful Journey Foundation (5% to 10%) and the Faithful Journey (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Faithward Advisors get paid?
Faithward Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Faithward Advisors?
Faithward Advisors’ main office is at 275 Hess Boulevard, Suite 100, Lancaster, PA 17601. Its phone number is 717-560-8300. Its website is faithwardadvisors.com.