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FAITHWARD CAPITAL

LANCASTER, PA · CRD 305092 · IAPD ↗ · sevenonesevencapital.com · (844) 970-4055

$1.18BRegulatory AUM
1Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — FAITHWARD CAPITAL shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
September 2026 — FAITHWARD CAPITAL crossed $1B in regulatory AUM ($922.7M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
66
April 2025 — FAITHWARD CAPITAL reported RAUM up 44% ($631.2M -> $906.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — FAITHWARD CAPITAL's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.