FAITH INVESTOR SERVICES
FAITH INVESTOR SERVICES LLC Legal Name
Adviser information for FAITH INVESTOR SERVICES last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 318 | $110.3M |
| Non-Discretionary | 0 | $0 |
| Total | 318 | $110.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 316 | $44.5M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $65.9M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
Identifiers
| SEC RIA File Number | 801-121223 |
|---|---|
| SEC ERA File Number | 801-121223 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313337 |
| Legal Entity Identifier | None |
Principal Office
10440 N. CENTRAL EXPRESSWAYSUITE 800
DALLAS
TX
United States
Monday - Friday, 8:00 AM - 4:00 PM
Tel: (214) 462-7244, Fax: (972) 637-9370
Chief Compliance Officer
MICHAEL J. SKILLMAN
CHIEF EXECUTIVE OFFICER
10440 N. CENTRAL EXPRESSWAY
SUITE 800
DALLAS
TX
United States
Tel:
(214) 462-7244
Fax:
(972) 637-9370
M********@**********M
(Full email address available in API data)
Industry Affiliates
| CAPITAL INSIGHT PARTNERS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SKILLMAN, MICHAEL, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | 05/2021 | < 5% |
| THE STEVEN T. NELSON AND KRISTEN L. NELSON JOINT REVOCABLE TRUST | Domestic Entity | – | MEMBER | 04/2023 | > 75% |
| NELSON, STEVEN, THOMAS | Individual | THE STEVEN T. NELSON AND KRISTEN L. NELSON JOINT REVOCABLE TRUST | CHAIRMAN/TRUSTEE | 04/2023 | 50-75% |
| NELSON, KRISTEN, LEE | Individual | THE STEVEN T. NELSON AND KRISTEN L. NELSON JOINT REVOCABLE TRUST | TRUSTEE | 04/2023 | 50-75% |