Overview
Assets Under Management: $110 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 17
Average Client Assets: $4.9 million
Frequently Asked Questions
SERVATUS CAPITAL 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 #311428), SERVATUS CAPITAL is subject to fiduciary duty under federal law.
SERVATUS CAPITAL is headquartered in NAPLES, FL.
SERVATUS CAPITAL serves 17 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, SERVATUS CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SERVATUS CAPITAL manages $110 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, SERVATUS CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.66%
Average Client Assets: $4.9 million
Total Client Accounts: 100
Discretionary Accounts: 100
Regulatory Filings
CRD Number: 311428
Filing ID: 2075480
Last Filing Date: 2026-03-17 18:29:04