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SERVUS CAPITAL MANAGEMENT
SERVUS CAPITAL MANAGEMENT LLC
CRD 150195 · SEC 801-70135
1922 GRAVES MILL ROAD, LYNCHBURG, VA, 24502, United States
Phone
434-316-0246
Fax
866-797-6711
Registration
— (—)
Source
State registered
Total AUM
$30.1M
Discretionary AUM
$27.2M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $21.4M |
| Pension/profit sharing plans | 3 | $1.1M |
| Charitable organizations | 3 | $7.6M |
All web addresses on file
- https://www.lynchburginvestmentmanagement.com/
- https://www.lynchburgportfoliomanagement.com/
- https://www.lynchburgretirementplanning.com/
- HTTP://WWW.SERVUSCM.COM
- https://www.servus360.com/
- HTTPS://WWW.FACEBOOK.COM/SERVUSCM
- https://www.lynchburg401krollover.com/
- https://www.lynchburgfinancialplanning.com/
- https://pod.co/purpose-driven-finances?season=all
- https://www.instagram.com/servuscm/
- https://www.linkedin.com/company/servus-capital-management
Official SEC filing: View on IAPD