A complete list of active advisors currently associated with Servant Capital Advisors
Warmer can help you find a great advisor at Servant Capital Advisors or one who fits your needs even better.
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.
To learn more about the advisors currently working at Servant Capital Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fishers, IN
| 8
|
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”)