DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Faithward Advisors, LLC

Independent wealth managerLancaster, PennsylvaniaCRD 116978SEC 801-61471websiteIAPD
Latest filing Mar 27, 2026
First filing on the tape Nov 22, 2011 · 47 filings
SEC status approved since Sep 19, 2002
RAUM
$1.1B
reported, Item 5.F
Discretionary
77%
of RAUM
Private clients
96%
$1.0B individuals and HNW
Advisors
18
registered through the firm on IAPD
RAUM per advisor
$58.5M
derived; firm RAUM over IAPD count
Employees
47
16 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
47 filings and snapshots on the tape
RAUM$1.1B as of Mar 27, 2026
Jan 30, 2012$173M then
HNW client RAUM$632M as of Mar 27, 2026
Mar 12, 2018$75.5M then
State-registered IARs (5.B.3)16 as of Mar 27, 2026
Feb 11, 20136 then
Employees (5.A)47 as of Mar 27, 2026
Feb 11, 201320 then
Private funds: no history
RAUM +16% over the last fiscal year+17% a year over threeIARs 14 to 16
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
RAUM per advisor
$58.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
169derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.1MderivedHNW RAUM over HNW clients
Average account
$162,503derivedRAUM over accounts (5.F.2.f)
Discretionary
77%derivedof RAUM
Institutional
3.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.6derivedItem 5.A over advisors
Advisors per office
2.6derived7 offices incl. principal (1.F.5)
RAUM growth, one year
+16%derivedbetween the last two annual amendments
Advisor growth, one year
+14%derivedItem 5.B.3 between annual amendments
Client growth, one year
+4.0%derived
Compensation
percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, otherreportedItem 5.G
Financial planning clients
2,000reportedItem 5.H
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$632M60%
  • Individuals$379M36%
  • Charitable organizations$41.4M3.9%
  • Pension and profit-sharing plans$72,6190.0%
Individual clients
2,732reported
HNW clients
304reported
Pension plan clients
2reported
Charitable clients
76reported
Accounts
6,477reported
Financial planning clients
2,000reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=13.0derived
Advisors registered through the firm
18 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Adrian Evan YoungLancaster, PaJan 4, 200723 y3
Daniel Russell BaileyLancaster, PaJan 4, 200738 y1
Bernard Irving BostwickLancaster, PaJan 10, 200725 y2
Scott Robert MongerLancaster, PaDec 6, 201138 y2
Angela Kay SheaLancaster, PaSep 26, 201220 y1
Dirk Alan OldsVestal, Ny Jan 27, 201433 y0
Merri Lynn BenjaminLancaster, Pa Sep 7, 202115 y0
Mary Beth FanelliPoint Harbor, Nc Aug 1, 202319 y3
Lee Rocco PagliaLancaster, PaNov 21, 202326 y0
Michael ParanichLancaster, PaMar 28, 202410 y1
Kyle Brandon BeisselCertified Financial PlannerLancaster, PaApr 23, 202413 y2
Walter Brian GirnisVestal, NyAug 21, 202430 y3
Henry HahnLancaster, PaMay 19, 202513 y0
Katherine Ann NeavillHarbinger, NcJul 2, 202520 y0
John Paul Elias LandisLancaster, PaFeb 23, 202611 y1
Bryan MahonLancaster, PaMar 5, 202622 y0
Jaidan Luke PiperCertified Financial PlannerLancaster, PaApr 30, 202610 y0
Jeffrey PressLancaster, Pa Jun 5, 202633 y2
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 5.6% of current headcount8 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Irving Bernard Bostwick · Managing Member/Presidentcontrol
    since 05/2010 · owns 25% to 50%
  • Turner Robert Nayden · Coocontrol
    since 03/2019 · owns less than 5%
  • Alan Dirk Olds · Director Of Advisor Servicescontrol
    since 01/2025 · owns less than 5%
  • Evan Adrian Young · Managing Member/Chief Executive Officer/Chief Compliance Officercontrol
    since 05/2010 · owns 50% to 75%
  • Turner Robert Nayden · Presidentcontrol
    since 01/2022 · owns F of The Faithful Journey Foundation
Entity owners
  • The Faithful Journey · Member
    direct · owns 5% to 10%
  • The Faithful Journey Foundation · Member
    direct · owns 5% to 10%
Related persons
Schedule D 7.A
  • Adrian E. Young
    y
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Lancaster, Pa · principal1540
Vestal, Ny301
Lambertville, Nj100
Chesapeake City, Md000
Offices
Schedule D 1.F, the 25 largest
  • Vestal, NY4 employees
  • Fort Myers, FL1 employees
  • Naples, FL1 employees
  • Tampa, FL1 employees
  • , 1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
  • control person changedChange between filings · filing Mar 27, 2026
    OLDS, DIRK, ALAN (DIRECTOR OF ADVISOR SERVICES) appeared on Schedule A between the filings of 2023-03-31 and 2026-03-27
    peers: independent wealth managers, $1B to $5B (1,360)
  • discretionary share shiftChange between filings · filing Mar 27, 2026
    discretionary share of RAUM moved from 100.0% to 77.0% between the annual amendments of 2025-04-01 and 2026-03-27
    peers: independent wealth managers, $1B to $5B (1,360)
  • HNW share shiftChange between filings · filing Mar 27, 2026
    HNW share of RAUM moved from 41.0% to 60.0% between the annual amendments of 2025-04-01 and 2026-03-27
    peers: independent wealth managers, $1B to $5B (1,360)
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 6,052 to 6,477
    Dec 4, 2025 to Mar 27, 2026
  • Advisory employees · 14 to 16
    Dec 4, 2025 to Mar 27, 2026
  • BD registered reps · 14 to 13
    Dec 4, 2025 to Mar 27, 2026
  • Charity clients · 98 to 76
    Dec 4, 2025 to Mar 27, 2026
  • Corporate clients · 25.0 to unset
    Dec 4, 2025 to Mar 27, 2026
  • HNW clients · 230 to 304
    Dec 4, 2025 to Mar 27, 2026
  • Individual clients · 2,690 to 2,732
    Dec 4, 2025 to Mar 27, 2026
  • Pension plan clients · 25 to 2
    Dec 4, 2025 to Mar 27, 2026
  • Employees · 57 to 47
    Dec 4, 2025 to Mar 27, 2026
  • State-registered IARs · 14 to 16
    Dec 4, 2025 to Mar 27, 2026
  • Discretionary RAUM · $906M to $814M
    Dec 4, 2025 to Mar 27, 2026
  • HNW RAUM · $367M to $632M
    Dec 4, 2025 to Mar 27, 2026
  • Individual RAUM · $493M to $379M
    Dec 4, 2025 to Mar 27, 2026
  • Non-discretionary RAUM · $0 to $239M
    Dec 4, 2025 to Mar 27, 2026
  • Pension RAUM · $16.5M to $72,619
    Dec 4, 2025 to Mar 27, 2026
  • RAUM · $906M to $1.1B
    Dec 4, 2025 to Mar 27, 2026
  • Financial planning clients · More than 500 to More than 500
    Apr 1, 2025 to Jul 25, 2025
  • Accounts · 5,347 to 6,052
    Jul 31, 2024 to Apr 1, 2025
  • Advisory employees · 13 to 14
    Jul 31, 2024 to Apr 1, 2025
  • BD registered reps · 13 to 14
    Jul 31, 2024 to Apr 1, 2025
  • Charity clients · 77 to 98
    Jul 31, 2024 to Apr 1, 2025
  • Corporate clients · 66 to 25
    Jul 31, 2024 to Apr 1, 2025
  • HNW clients · 135 to 230
    Jul 31, 2024 to Apr 1, 2025
  • Individual clients · 2,438 to 2,690
    Jul 31, 2024 to Apr 1, 2025
  • Pension plan clients · unset to 25.0
    Jul 31, 2024 to Apr 1, 2025
  • Assets in custody · 244045325.0 to unset
    Jul 31, 2024 to Apr 1, 2025
  • Custody of client assets · true to false
    Jul 31, 2024 to Apr 1, 2025
  • Employees · 35 to 57
    Jul 31, 2024 to Apr 1, 2025
  • State-registered IARs · 13 to 14
    Jul 31, 2024 to Apr 1, 2025
  • Discretionary RAUM · $741M to $906M
    Jul 31, 2024 to Apr 1, 2025
  • HNW RAUM · $274M to $367M
    Jul 31, 2024 to Apr 1, 2025
  • Individual RAUM · $398M to $493M
    Jul 31, 2024 to Apr 1, 2025
  • Pension RAUM · $17.1M to $16.5M
    Jul 31, 2024 to Apr 1, 2025
  • RAUM · $741M to $906M
    Jul 31, 2024 to Apr 1, 2025
  • Related adviser · false to true
    Jul 31, 2024 to Apr 1, 2025
  • Accounts · 5,911 to 5,347
    Jan 22, 2024 to Mar 27, 2024
  • Business name · AMBASSADOR ADVISORS, LLC to FAITHWARD ADVISORS, LLC
    Jan 22, 2024 to Mar 27, 2024
  • Charity clients · 24 to 77
    Jan 22, 2024 to Mar 27, 2024
  • Corporate clients · 49 to 66
    Jan 22, 2024 to Mar 27, 2024
  • HNW clients · 97 to 135
    Jan 22, 2024 to Mar 27, 2024
Signals
23 dated events
  • Matthew William Diers left Faithward Advisors, Llc for Lpl Financial Llc (registered 2025-10-09)
    Feb 5, 2026 · Advisor changed firm · fact
  • 2 advisors left American Portfolios Advisors, Inc (Holbrook, NY) for Faithward Advisors, LLC on the same day
    Oct 11, 2024 · Team lift-out · derived
  • Reed Jason Bruner left Faithward Advisors, Llc for Rkl Private Wealth (registered 2024-11-06)
    Oct 7, 2024 · Advisor changed firm · fact
  • Kimberly Cullen Black left Faithward Advisors, Llc for Greythorne Advisors Llc (registered 2025-01-13)
    Jul 15, 2024 · Advisor changed firm · fact
  • Rebecca Ashbridge Stecher left Faithward Advisors, Llc for American Portfolios Advisors, Inc (registered 2013-10-31)
    Jun 20, 2024 · Advisor changed firm · fact
  • Michael Joseph Stecher left Faithward Advisors, Llc for American Portfolios Advisors, Inc (registered 2013-10-09)
    Jun 18, 2024 · Advisor changed firm · fact
  • 2 advisors left Faithward Advisors, LLC (Chesapeake City, MD) for American Portfolios Advisors, Inc within 2 days
    Jun 18, 2024 · Team lift-out · derived
  • Ryan Matthew Middleton left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-03-31)
    Feb 7, 2024 · Advisor changed firm · fact
  • Eric Charles Beittel left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-03-31)
    Feb 7, 2024 · Advisor changed firm · fact
  • 2 advisors left Faithward Advisors, LLC (Lancaster, PA) for Silver Oak Securities, Inc. on the same day
    Feb 7, 2024 · Team lift-out · derived
  • William J Cuthbertson Ii left Faithward Advisors, Llc for Main Street Financial Solutions, Llc (registered 2023-12-18)
    Dec 15, 2023 · Advisor changed firm · fact
  • George Herbert Zook left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-05-04)
    May 10, 2023 · Advisor changed firm · fact
  • David A Over left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-02-27)
    Mar 9, 2023 · Advisor changed firm · fact
  • Joseph L Leon left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-03-07)
    Mar 9, 2023 · Advisor changed firm · fact
  • Bryce M Wandell left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-03-22)
    Mar 9, 2023 · Advisor changed firm · fact
  • 3 advisors left Faithward Advisors, LLC (Lancaster, PA) for Silver Oak Securities, Inc. on the same day
    Mar 9, 2023 · Team lift-out · derived
  • Caleb Matthew Bogia-Curles left Faithward Advisors, Llc for Ameriprise Financial Services, Llc (registered 2023-01-11)
    Jan 2, 2023 · Advisor changed firm · fact
  • Bradley Wilcox left Faithward Advisors, Llc for Osaic Wealth, Inc. (registered 2023-01-06)
    Nov 21, 2022 · Advisor changed firm · fact
  • Jonathan Lapp left Faithward Advisors, Llc for Wealthcare Advisory Partners Llc (registered 2022-11-15)
    Nov 16, 2022 · Advisor changed firm · fact
  • Lawrence Matthew Knolle left Faithward Advisors, Llc for Wealthcare Advisory Partners Llc (registered 2022-11-15)
    Nov 16, 2022 · Advisor changed firm · fact
  • 2 advisors left Faithward Advisors, LLC (Lancaster, PA) for Wealthcare Advisory Partners LLC on the same day
    Nov 16, 2022 · Team lift-out · derived
  • Turner Robert Nayden (Director Of Operations) appeared on Schedule A of Faithward Advisors, Llc
    Mar 5, 2020 · Control person joined · fact
  • Ernest Robert Kauffman (Managing Member/President) no longer on Schedule A of Faithward Advisors, Llc (listed 2019-11-08, absent 2020-01-13)
    Jan 13, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business email
info@faithwardcapital.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone
844-970-4055reportedpublished by the firm, firm site, Sep 16, 2026
Firm profile
LINKEDIN.COM/COMPANY/AMBASSADOR-ADVISORS-LLCreportedpublic record, Form ADV, Sep 17, 2026
Website
faithwardcapital.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
717-560-8300reportedpublic record, Form ADV, Mar 27, 2026
Contact form
faithwardcapital.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$58.5Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026