Overview
Assets Under Management: $144 million
High-Net-Worth Clients: 18
Average Client Assets: $3.8 million
Frequently Asked Questions
SERVANT FINANCIAL, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135183), SERVANT FINANCIAL, LTD. is subject to fiduciary duty under federal law.
SERVANT FINANCIAL, LTD. serves 18 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, SERVANT FINANCIAL, LTD. offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
SERVANT FINANCIAL, LTD. manages $144 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, SERVANT FINANCIAL, LTD. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.72%
Average Client Assets: $3.8 million
Total Client Accounts: 87
Discretionary Accounts: 70
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 135183
Filing ID: 2085675
Last Filing Date: 2026-03-30 19:36:02