Servatus Capital

RIASEC & State Registered

Total AUM

$110M

Discretionary

$110M

100% of AUM

Avg account

$1.1M

Accounts

100

Employees

Advisory reps

Firm details

Headquarters: Naples, Florida
CRD number: 311428
Registered since: May 1, 2025
Website: servatus.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI75.66%
Other Investment Advisers18.93%
Individuals3.88%
Pension & Profit Sharing Plans0.86%
Corporations / Businesses0.68%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Servatus Capital is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves both individual/family clients and institutional/business clients, providing financial planning and portfolio management for individuals, small businesses, and institutions. Its advisory services also include pension consulting. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm is not described as a capital allocator, and it lists an industry affiliation with an accountant.