Servant Financial, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$73,341,764
Clients
40
Advisors
2
of 4 employees
About
The firm provides personalized investment management on both discretionary and non-discretionary bases for individuals, retirement accounts, trusts, estates, family offices, pooled investment vehicles, charitable organizations, and corporate clients. In addition to traditional portfolio management, the firm advises privately offered Opportunity Zone farmland funds and provides alternative-investment consulting to accredited investors.
The firm’s investment approach emphasizes risk management through broad asset-class diversification, low turnover, tax efficiency, and tactical adjustments informed by statistical and macro analysis. It implements portfolios primarily with exchange-traded funds and mutual funds, conducts due diligence and monitoring for private funds, and supplements research with AI-assisted tools while at times including small allocations to digital assets for diversification.
What distinguishes the firm from many peers is its role as a private fund adviser and its direct portfolio and property-management involvement with pooled farmland Opportunity Zone vehicles—arrangements that include performance-based compensation structures uncommon for similar supported firms. The firm operates as a fee-only practice with a small advisory team, publishes a monthly e‑zine and web commentary, and reported approximately $143.6 million in regulatory assets under management with its Opportunity Zone funds reporting about $65 million in RAUM at year-end 2025.
Client services
Expertise
Occupation focus
Fee options
One-time upfront fee for alternative investments may be negotiated; no specific amounts stated.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.50%
Hourly charges mentioned in SEC Form ADV Part 1; no specific rates stated in brochure.
For Fund I: 0.24% annual management fee plus 15% performance incentive after 5% preferred return; 5% fees on farm management net profits and liquidation.
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000; minimum account size $100,000 (waivable at Advisor's discretion) Fee-only: Advisor is strictly fee-only; no commissions or finder’s fees accepted.
Main office
Villa Park IL
Advisors at this office
2
Most active in
Illinois · Michigan
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark J
Series 65
Villa Park, IL
Servant Financial, Ltd.
Mark Jablonski is a financial advisor at Servant Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked in corporate positions at CVS Health Corp., Middough Inc., and Baxter International Inc. He is also involved with Alathea Consulting LLC. Servant Financial provides personalized investment management for a range of clients including individuals, trusts, family offices, and corporate entities. The firm’s investment approach focuses on risk management through diversification, tax efficiency, and tactical adjustments, and it is notable for advising private Opportunity Zone farmland funds and offering alternative-investment consulting.
John H
Series 65
Villa Park, IL
Servant Financial, Ltd.
John Heneghan is a financial advisor at Servant Financial, Ltd. with 21 years of industry experience. He holds a Series 65 designation and has been with Servant Financial since 2004. Servant Financial provides personalized investment management for individuals, trusts, family offices, and various institutional clients, with a particular focus on advising Opportunity Zone farmland funds and alternative investments. The firm emphasizes risk management through diversified, tax-efficient portfolios and employs AI-assisted research tools, managing approximately $143.6 million in regulatory assets under management as of 2025.
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