Steven Thomas Nelson

CFA

Faith Investor Services

21 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Faith Investor Services

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

271 clients

Average Client Portfolio

$726K average

Assets Under Management

$196.8M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

7328 East Deer Valley Road, Suite 105, Scottsdale, AZ, 85255

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2003

Settled

Customer Dispute

January 2002

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Steven owns commercial real estate and is involved in his wife's veterinary business, each requiring minimal time. He is also the CEO and lead portfolio manager of Capital Insight Partners, LLC, a registered investment advisor, dedicating about a quarter of his time, and is involved with Faith Investor Services, spending a few hours per week.