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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

FAITHWARD CAPITAL

SEVENONESEVEN CAPITAL MANAGEMENT, LTD, CRD 305092

LANCASTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:773534c0-32b4-4fc2-2881-1a8df0e8a3d3

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 17
On other graphs: 0
Observed: Sep 5, 2019 to Aug 13, 2026
24 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Faithward Capital reported RAUM $1.2B, up 27% from $922.7M (2026-03-27 to 2026-08-13)

Dated 2026-08-13 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceAug 13, 2026 · seen 5 days ago

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.06 fund_share=0.94 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $74.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 6%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $1.2Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 199
Individual clients: 147
High net worth clients: 20
SEC number: 801-117445
CIK: 1821035
CRD: 305092
Filings on the tape: 24
First filed: Sep 5, 2019
Latest filed: Aug 13, 2026
Organised: Limited Liability Company, PA
Website: sevenonesevencapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Jason David Schrotberger	Chartered Financial Analyst	LANCASTER, PA	0	25	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FAITHWARD HOLDINGS LLC	Member	E	yes	01/2024	Mar 27, 2024	Mar 27, 2024
Nayden, Robert, Turner	MANAGING MEMBER	F	yes	03/2024	Mar 5, 2020	Mar 27, 2024
Nayden, Robert, Turner	CHIEF COMPLIANCE OFFICER	Na	yes	02/2024	Mar 5, 2020	Mar 27, 2024
SEVENONESEVEN HOLDINGS LLC	Member	A	yes	06/2020	Jun 29, 2020	Mar 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$923M	$684M	4	3	0	n/a	n/a
2024	Mar 31, 2025	$906M	$906M	4	4	0	n/a	n/a
2023	Mar 27, 2024	$631M	$631M	8	4	0	n/a	n/a
2022	Mar 31, 2023	$611M	$611M	8	4	0	n/a	n/a
2021	Mar 30, 2022	$818M	$818M	10	4	1	n/a	n/a
2020	Mar 29, 2021	$663M	$663M	8	4	1	n/a	n/a
2019	Mar 30, 2020	$33.3M	$33.3M	5	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$906M	29.8%	$611M	24.4%	5	4	0	0

Relationships

Registered with (5)

← Jason David SchrotbergerAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← CURTIS DUANE STOLTZFUSAdvisorregistration: previous registration
Nov 27, 2019 to Mar 9, 2023factForm ADV
← Jason Matthew PeroniAdvisorregistration: previous registration
Nov 27, 2019 to Apr 23, 2021factForm ADV
← BERNARD IRVING BOSTWICKAdvisorregistration: previous registration
Oct 8, 2019 to Jun 29, 2020factForm ADV
← ADRIAN EVAN YOUNGAdvisorregistration: previous registration
Oct 8, 2019 to Jun 29, 2020factForm ADV

Controls (3)

← Nayden, Robert, TurnerOwnerMANAGING MEMBER, ownership code F, individual
Mar 5, 2020 to Mar 27, 2024factForm ADV
← FAITHWARD HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Mar 27, 2024 to Mar 27, 2024factForm ADV
← SEVENONESEVEN HOLDINGS LLCOwnerMEMBER, ownership code A, domestic entity
Jun 29, 2020 to Mar 27, 2024factForm ADV

Dated events

Occurred
Aug 13, 2026
Regulatory AUM changed
Faithward Capital reported RAUM $1.2B, up 27% from $922.7M (2026-03-27 to 2026-08-13)
Form ADVobserved 5 days ago
$253M
Occurred
Mar 31, 2025
Regulatory AUM changed
Faithward Capital reported RAUM $906.1M, up 44% from $631.2M (2024-03-27 to 2025-03-31)
Form ADVobserved 5 days ago
$275M
Occurred
Mar 6, 2024
Control person left
Duane Curtis Stoltzfus (Managing Member) no longer on Schedule A of Faithward Capital (listed 2023-08-01, absent 2024-03-06)
Form ADVobserved 5 days ago
Occurred
Mar 6, 2024
Control person left
Beth Mary Nolt (Chief Compliance Officer) no longer on Schedule A of Faithward Capital (listed 2023-08-01, absent 2024-03-06)
Form ADVobserved 5 days ago
Occurred
Mar 6, 2024
Control person joined
Turner Robert Nayden (Chief Compliance Officer) appeared on Schedule A of Faithward Capital
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
Faithward Capital reported RAUM $611.2M, down 25% from $817.5M (2022-03-30 to 2023-03-31)
Form ADVobserved 5 days ago
$-206M
Occurred
Mar 31, 2023
Control person joined
Beth Mary Nolt (Chief Compliance Officer) appeared on Schedule A of Faithward Capital
Form ADVobserved 5 days ago
Occurred
Mar 9, 2023
Advisor changed firm
Curtis Duane Stoltzfus left Faithward Capital for Silver Oak Securities, Inc. (registered 2023-03-01)
Form ADVobserved 5 days ago
Occurred
Apr 23, 2021
Control person left
Matthew Jason Peroni (Managing Member) no longer on Schedule A of Faithward Capital (listed 2021-03-29, absent 2021-04-23)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2021
Regulatory AUM changed
Faithward Capital reported RAUM $663.0M, up 31% from $506.3M (2020-12-07 to 2021-03-29)
Form ADVobserved 5 days ago
$157M
Occurred
Jul 7, 2020
Control person left
Turner Robert Nayden (Coo) no longer on Schedule A of Faithward Capital (listed 2020-06-29, absent 2020-07-07)
Form ADVobserved 5 days ago
Occurred
Jun 29, 2020
Control person joined
Matthew Jason Peroni (Managing Member) appeared on Schedule A of Faithward Capital
Form ADVobserved 5 days ago
Occurred
Jun 29, 2020
Control person joined
Duane Curtis Stoltzfus (Managing Member/Cco) appeared on Schedule A of Faithward Capital
Form ADVobserved 5 days ago
Occurred
Jun 29, 2020
Control person left
Evan Adrian Young (Managing Member/Chief Compliance Officer) no longer on Schedule A of Faithward Capital (listed 2020-05-08, absent 2020-06-29)
Form ADVobserved 5 days ago
Occurred
Jun 29, 2020
Control person left
Irving Bernard Bostwick (Managing Member) no longer on Schedule A of Faithward Capital (listed 2020-05-08, absent 2020-06-29)
Form ADVobserved 5 days ago
Occurred
Mar 5, 2020
Control person joined
Turner Robert Nayden (Director Of Operations) appeared on Schedule A of Faithward Capital
Form ADVobserved 5 days ago
Occurred
Sep 5, 2019
First Form ADV filing
Sevenoneseven Capital Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:773534c0-32b4-4fc2-2881-1a8df0e8a3d3
First observed: Sep 5, 2019
Last observed: Aug 13, 2026 39 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FAITHWARD CAPITAL

SEVENONESEVEN CAPITAL MANAGEMENT, LTD, CRD 305092

LANCASTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:773534c0-32b4-4fc2-2881-1a8df0e8a3d3

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Jason David Schrotberger

Chartered Financial Analyst

LANCASTER, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FAITHWARD HOLDINGS LLC

Member

yes

01/2024

Mar 27, 2024

Nayden, Robert, Turner

MANAGING MEMBER

yes

03/2024

Mar 5, 2020

Mar 27, 2024

Nayden, Robert, Turner

CHIEF COMPLIANCE OFFICER

yes

02/2024

Mar 5, 2020

Mar 27, 2024

SEVENONESEVEN HOLDINGS LLC

Member

yes

06/2020

Jun 29, 2020

Mar 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$923M

$684M

n/a

2024

Mar 31, 2025

$906M

n/a

2023

Mar 27, 2024

$631M

n/a

2022

Mar 31, 2023

$611M

n/a

2021

Mar 30, 2022

$818M

n/a

2020

Mar 29, 2021

$663M

n/a

2019

Mar 30, 2020

$33.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$906M

29.8%

$611M

24.4%