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.