Servus Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,353,500
Clients
210
Advisors
1
of 1 employees
About
Servus Capital Management provides financial planning and discretionary and non-discretionary portfolio management to individuals, high-net-worth investors, corporations, retirement plans and charitable organizations. The firm reports roughly 210 client relationships and also offers retirement-plan management and pension consulting in addition to individual wealth management.
The firm’s investment process begins with an investment policy statement to establish risk tolerance and asset allocation, then uses a price-overlay discipline for entry timing. It operates a proprietary Quantitative Portfolio Management (QPM) system that recalculates intraday to generate long and short ETF exposures (clients may elect leveraged or inverse ETFs) and also offers an Asset Parking service for legacy or client-controlled holdings and power-of-attorney arrangements.
What is distinctive about the firm is its unusually large client roster for a peer in this category, which the brochure links to a scalable, rules-based approach and use of custodian technology; the firm also serves charitable organizations, pension/profit-sharing plans and other institutional clients, services that are less common among similar independent advisers. The brochure notes the QPM platform carries higher-than-average fees and discloses a resolved client dispute alleging suitability of a strategy that settled for $70,000.
Client services
Expertise
Fee options
Financial planning fees generally range between $100 (minimum) to $10,000+, negotiable
Less than $2 million - $2 million: 1.25% $2 million - $5 million: 1.00% $5 million - $10 million: 1.00% $10 million - $25 million: 0.75% $25 million+: Custom Pricing
$250/hour (for financial planning services)
Main office
1922 Graves Mill Road, Upper Level
Lynchburg VA 24502
Advisors at this office
1
Most active in
Virginia
Also doing business as
Servus Capital Management · Servus Capital Management 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”)