# Servatus Capital

> Servatus Capital is an SEC-registered investment advisory firm in Naples, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 311428
- Filed as: SERVATUS CAPITAL
- Legal name: Servatus Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311428
- AdvisorCensus page: https://advisorcensus.com/firm/servatus-capital-naples-fl-311428

## Quick answers

**How is Servatus Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Servatus Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Servatus Capital located?**
Servatus Capital's principal office is in Naples, FL, according to its Form ADV.

**Is Servatus Capital registered with the SEC or a state?**
Servatus Capital is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 311428.

**How much does Servatus Capital manage?**
Servatus Capital reports $110,135,315 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have Servatus Capital's assets and staff changed since 2025?**
In the Form ADV data for Servatus Capital: Regulatory assets under management: $109,664,510 in the October 2025 data and $110,135,315 in the October 2026 data, unchanged. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Servatus Capital serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (12); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Servatus Capital use?**
Servatus Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Servatus Capital 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/311428

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $110,135,315
- Discretionary: $110,135,315
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,268,184 |
| High net worth individuals | 17 | $83,323,718 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $947,067 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $20,848,555 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $747,791 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $109,664,510 | 2 | March 31, 2025 |
| October 2026 | $110,135,315 | 2 | September 22, 2026 |

Regulatory assets under management: $109,664,510 in the October 2025 data and $110,135,315 in the October 2026 data, unchanged.
Total employees: 2 in October 2025 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Servatus Capital (CRD 311428): Form ADV filing data as of October 2026.