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SERVATUS CAPITAL
SERVATUS CAPITAL, LLC
CRD 311428 · SEC 801-132631
999 VANDERBILT BEACH ROAD, SUITE 707, NAPLES, FL, 34108, United States
Phone
314-750-1167
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.1M
Discretionary AUM
$110.1M
Team
2 total employees; 2 advisory reps; 32 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $4.3M |
| High net worth individuals | 17 | $83.3M |
| Pension/profit sharing plans | 1 | $947K |
| Other investment advisers | 1 | $20.8M |
| Corporations/business entities | 1 | $748K |
States served
NE, MO, FL
Official SEC filing: View on IAPD