{ "crd_number": 135183, "slug": "servant-financial-ltd-aurora-il-135183", "primary_business_name": "SERVANT FINANCIAL, LTD.", "legal_name": "SERVANT FINANCIAL, LTD.", "dbas": [], "city": "Aurora", "state": "IL", "country": "United States", "cbsa_code": "16980", "metro": { "cbsa_code": "16980", "common_name": "Chicago", "msa_name": "Chicago-Naperville-Elgin, IL-IN", "path": "/advisors/il/chicago" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2024-08-15", "years_registered": 2, "period": "2026-10-01", "filing_date": "2026-07-17", "carried_forward": false, "raum_total": 143552690.0, "raum_discretionary": 40708004.0, "raum_non_discretionary": 102844686.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 4, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 4840391.0, "count": 22 }, "high_net_worth_individuals": { "raum": 68501373.0, "count": 18 }, "pooled_investment_vehicles": { "raum": 64810517.0, "count": 2 }, "corporations_other_businesses": { "raum": 5400409.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "educational_seminars", "periodicals_newsletters", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "IL", "MI" ], "websites": [ "https://facebook.com", "https://linkedin.com/COMPANY/PROMISED-LAND-FUND", "https://promisedland.fund", "https://servantfinancial.com", "https://x.com/johnmurheneghan" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135183", "city_as_filed": "AURORA", "url": "https://advisorcensus.com/firm/servant-financial-ltd-aurora-il-135183", "display_name": "Servant Financial, Ltd.", "summary": "Servant Financial, Ltd. is an SEC-registered investment advisory firm in Aurora, IL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 17, 2026.", "citation": "AdvisorCensus. Servant Financial, Ltd. (CRD 135183): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Servant Financial, Ltd. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Servant Financial, Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other." }, { "q": "Where is Servant Financial, Ltd. located?", "a": "Servant Financial, Ltd.'s principal office is in Aurora, IL, according to its Form ADV." }, { "q": "Is Servant Financial, Ltd. registered with the SEC or a state?", "a": "Servant Financial, Ltd. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 135183." }, { "q": "How much does Servant Financial, Ltd. manage?", "a": "Servant Financial, Ltd. reports $143,552,690 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (28% discretionary)." }, { "q": "How have Servant Financial, Ltd.'s assets and staff changed since 2024?", "a": "In the Form ADV data for Servant Financial, Ltd.: Regulatory assets under management: $116,464,291 in the October 2024 data and $143,552,690 in the October 2026 data, up 23%. Total employees: 1 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Servant Financial, Ltd. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (18); pooled investment vehicles (other than investment companies and business development companies) (2)." }, { "q": "Which custodians does Servant Financial, Ltd. use?", "a": "Servant Financial, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Servant Financial, Ltd. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135183" }, { "q": "What changed in Servant Financial, Ltd.'s recent Form ADV filings?", "a": "In the August 2026 filing data: Registered or notice-filed in MI." } ], "filing_history": [ { "period": "2024-10-01", "regulatory_assets_under_management": 116464291.0, "total_employees": 1, "filing_date": "2024-07-17" }, { "period": "2025-10-01", "regulatory_assets_under_management": 115988414.0, "total_employees": 1, "filing_date": "2025-03-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 143552690.0, "total_employees": 4, "filing_date": "2026-07-17" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Registered or notice-filed in MI." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $115,988,414 to $143,552,690 (+24%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "National Financial Services LLC", "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/servant-financial-ltd-aurora-il-135183.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 22, "fewer_than_5": false, "raum": 4840391.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 18, "fewer_than_5": false, "raum": 68501373.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 2, "fewer_than_5": false, "raum": 64810517.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 5400409.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135183", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }