# Servant Financial, Ltd.

> 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.

- CRD: 135183
- Filed as: SERVANT FINANCIAL, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aurora, IL
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135183
- AdvisorCensus page: https://advisorcensus.com/firm/servant-financial-ltd-aurora-il-135183

## Quick answers

**How is Servant Financial, Ltd. compensated?**
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.

**Where is Servant Financial, Ltd. located?**
Servant Financial, Ltd.'s principal office is in Aurora, IL, according to its Form ADV.

**Is Servant Financial, Ltd. registered with the SEC or a state?**
Servant Financial, Ltd. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 135183.

**How much does Servant Financial, Ltd. manage?**
Servant Financial, Ltd. reports $143,552,690 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (28% discretionary).

**How have Servant Financial, Ltd.'s assets and staff changed since 2024?**
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.

**What types of clients does Servant Financial, Ltd. serve?**
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).

**Which custodians does Servant Financial, Ltd. use?**
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.

**Does Servant Financial, Ltd. report any disciplinary disclosures?**
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

**What changed in Servant Financial, Ltd.'s recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $143,552,690
- Discretionary: $40,708,004
- Non-discretionary: $102,844,686

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $4,840,391 |
| High net worth individuals | 18 | $68,501,373 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $64,810,517 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,400,409 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- promisedland.fund
- servantfinancial.com
- Facebook facebook.com
- LinkedIn @PROMISED-LAND-FUND
- X @johnmurheneghan

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $116,464,291 | 1 | July 17, 2024 |
| October 2025 | $115,988,414 | 1 | March 25, 2025 |
| October 2026 | $143,552,690 | 4 | July 17, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in MI.

### April 2026
- Regulatory assets under management went from $115,988,414 to $143,552,690 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Servant Financial, Ltd. (CRD 135183): Form ADV filing data as of October 2026.