Fee-OnlyFinder

Faithward Capital

Flat / fixed fees in Lancaster, PA

SEC registeredNo commissions reported

Call (844) 970-4055Send a messageMap ↗

Public-record details

Address
275 Hess Boulevard, Suite 202, Lancaster, PA 17601
Phone
(844) 970-4055
Listed under
Flat / fixed fees, % of assets managed
Legal name
Sevenoneseven Capital Management, LTD
CRD number
305092
Registration
SEC registered since 2019-10-08
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$1.2 billion
Accounts managed
199
Clients reported (Form ADV 5.D)
167
Individual / high-net-worth clients
147 / 20
Employees
5
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-08-13

SEC registered investment adviser, CRD 305092, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Lancaster

Adare Asset Management, LLC1853 William Penn Way, Suite 14 · Lancaster, PA 17601 · (717) 435-9386 · % of assets managedCRD 152471 · % of assets · $159.3 million AUMSEC registeredNo commissions reportedArx Private Wealth1891 Santa Barbara Drive, Suite 206 · Lancaster, PA 17601 · (717) 219-8226 · Financial planningCRD 338631 · % of assets, Hourly charges · $113.6 million AUMSEC registeredNo commissions reportedAtwater Malick201 Granite Run Drive, Suite 290 · Lancaster, PA 17601 · (717) 400-1505 · Financial planningCRD 147972 · % of assets, Hourly charges, Fixed fees · $687.4 million AUMSEC registeredNo commissions reportedCarriage Hill Investment Associates LLC3545 Marietta Ave, Suite P · Lancaster, PA 17601 · (717) 431-2025 · Financial planningCRD 304487 · % of assets, Hourly charges · $50.2 million AUMState registeredNo commissions reportedChestnut Street Investment Counsel, LLC144 East Chestnut Street · Lancaster, PA 17602 · (717) 947-3850 · Financial planningCRD 309741 · % of assets, Hourly charges, Fixed fees · $119.5 million AUMSEC registeredNo commissions reportedEagle Rock Financial Advisers, LTD.2501 Oregon Pike, Suite 104 · Lancaster, PA 17601 · (717) 569-4577 · Financial planningCRD 125749 · % of assets, Hourly charges, Fixed fees · $48.9 million AUMState registeredNo commissions reportedFaithward Advisors, LLC275 Hess Boulevard, Suite 100 · Lancaster, PA 17601 · (717) 560-8300 · Financial planningCRD 116978 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedGardner Russo & Quinn LLC223 East Chestnut Street · Lancaster, PA 17602 · (717) 299-1385 · % of assets managedCRD 106114 · % of assets, Performance-based fees · $9.4 billion AUMSEC registeredNo commissions reported

All 24 in Lancaster →