SERVANT CAPITAL ADVISORS

Overview

Servant Capital Advisors is a small, independent RIA that focuses on financial planning and portfolio management for individual and family clients, including small businesses. The firm runs primarily discretionary portfolios and shows a clear preference for equity exposure, using exchange-traded securities as the backbone of client allocations. Its advisory model blends project-based planning (hourly and fixed fees) with ongoing portfolio oversight, which suits high-net-worth households that want both plan-level guidance and active portfolio management. The firm is not positioned as an ESG- or pension-focused manager; instead it concentrates on traditional wealth-management services for private clients. Given the firm’s scale and the concentration of assets under a single custodian, Servant Capital Advisors operates like a boutique RIA that outsources execution and custody while keeping investment decision-making in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices