Servant Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
$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
$500 per hour for additional financial consulting services
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
Main office
11 Municipal Drive, Suite 200
Fishers IN 46038
Advisors at this office
1
Most active in
Illinois · Indiana · Texas
Also doing business as
Servant Capital Advisors · Servant Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)