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Servant Capital Advisors

Updated today

Total assets under management

$102,308,696

Total clients

45

78% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

45

Average account size

$2,273,527

About

Servant Capital Advisors provides investment advisory, wealth management, and family office services primarily to high‑net‑worth individuals and families, tailoring its offerings to each client’s financial plan and goals. The firm advises across asset classes — including equities, fixed income, alternatives and direct investments — and offers an enhanced family office suite for clients with substantial net worth that includes governance, philanthropic planning, and direct investment opportunities.

The firm follows a value‑oriented, long‑term investment philosophy that combines top‑down asset allocation with bottom‑up fundamental security analysis, emphasizing a margin of safety and a generally higher allocation to equities as a generational wealth strategy. It seeks to minimize fees and taxes, practices buy‑and‑hold discipline with opportunistic contrarian buying, and updates client plans and allocations through ongoing reviews.

Distinctive features include charging flat annual fees rather than typical percentage‑of‑AUM billing, and a client pledge initiative asking clients to donate a portion (10%) of excess investment profits to charity once planning goals are met. The principal also operates a separate family office that makes direct investments — a background in larger private investment firms and access to direct deal flow that can be made available through the firm’s family office services, a relationship disclosed and managed to address potential conflicts of interest.

Client services

Financial planning Portfolio management

Fee options

Fixed

$5,000 per year for Investment Advisory Services; $10,000 per year for Wealth Management Services; Family Office Services fees negotiated individually, typically monthly retainer

Project-based

$500 per hour for additional financial consulting services

Other

Account minimum: $20 million minimum for Family Office Services; no explicit minimum stated for Investment Advisory or Wealth Management Services Fee-only: Flat annual fees of $5,000 for Investment Advisory Services and $10,000 for Wealth Management Services, both paid quarterly in arrears; Family Office Services fees negotiated case-by-case, typically a monthly retainer; hourly consulting rate of $500/hour for additional financial consulting services

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Servant Capital Advisors

11 Municipal Drive, Suite 200

Fishers IN 46038, United States

Number of offices

1

Advisors at this firm

Phil F

CFP®

Fishers, IN

Servant Capital Advisors

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Central Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth. Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions. Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER. Phil lives with his wife and four children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

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