Servus Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,090,000
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
210
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
210
Average account size
$143,286
About
Servus Capital Management provides financial planning and portfolio management primarily for individual clients and also accepts non-profit, corporate, and retirement-plan clients. Its service set includes customized financial planning, retirement plan management and pension consulting, discretionary ETF-based portfolio management, and an “asset parking” platform for legacy holdings or accounts controlled by a power of attorney.
The firm uses an IPS-driven process to align asset allocation with client risk tolerance and goals, generally implementing recommendations almost exclusively with exchange-traded funds. It operates a proprietary Quantitative Portfolio Management (QPM) system — a rules‑based, trend‑following algorithm that produces intraday triggers to take long or short ETF positions — and will accommodate values‑based investment restrictions when requested.
Compared with many independent peers, Servus stands out for managing a relatively large client base per advisor while also serving charitable organizations and institutional/pension clients and offering pension consulting and retirement-plan services. Its operational profile includes the labor‑intensive, higher‑maintenance QPM strategy, the asset‑parking service for POA/legacy situations, near‑exclusive ETF implementation, and disclosed contingency planning to address key‑person risk and planned staff additions.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
Financial planning fixed-fee project basis, negotiable, generally $100 minimum to $10,000+
Less than $2 million - $2 million: 1.25% $2 million - $5 million: 1.00% $5 million - $10 million: 1.00% $10 million - $25 million: 0.75% $25 million+: Custom Pricing
Fee-only: Financial planning fixed fees ranging generally from $100 (minimum) to $10,000+ depending on complexity and scope
Main office location
Servus Capital Management
1922 Graves Mill Road
Lynchburg VA 24502, United States
Number of offices
1
Most active in
Servus Capital Management has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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