Servant Financial, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$73,341,764
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
40
45% high-net-worth
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
TypicalAverage account size
$1,833,544
About
Servant Financial provides personalized, fee-only investment management on both a discretionary and non-discretionary basis for individuals, retirement accounts, trusts, family offices, pooled investment vehicles and other institutional clients. Beyond managing traditional portfolios invested largely in no-load ETFs and mutual funds, the firm also advises and manages private pooled opportunity-zone farmland funds and performs related property management activities.
The firm’s investment process is centered on risk-managed, asset-allocation-driven portfolios that favor broad diversification, low turnover and tactical adjustments informed by statistical and macro analysis; client goals and risk tolerances are documented in investment policy statements and regularly reviewed. For accredited and family-office clients, Servant Financial offers alternative-investment consulting, manager due diligence, performance monitoring and other non-discretionary advisory services, and it may incorporate modest digital-asset exposures where appropriate.
Servant Financial is notable among peers for serving as the investment adviser to private pooled funds focused on farmland in Qualified Opportunity Zones and for providing hands-on farm property management and third-party administrator reporting for those vehicles. The firm also uses performance-based compensation structures in certain private funds and maintains direct client communications through a monthly e‑zine and web blog, along with active involvement in alternative-investment governance such as advisory-board participation.
Client services
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Private / alternative investments
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Retired
Fee options
$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%
Alternative investment funds performance incentive: 15% of realized investor profits after 5% preferred yield; typical hedge fund fees 1.5%-2.0% management plus up to 20% carry
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee for ongoing asset management services Fee-only: Advisor is strictly fee-only; no commissions or finder's fees accepted
Main office location
Servant Financial, Ltd.
Aurora IL, United States
Number of offices
1
Most active in
Servant Financial, Ltd. has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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