# Servus Capital Management

> Servus Capital Management is a state-registered investment advisory firm in Lynchburg, VA, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 150195
- Filed as: SERVUS CAPITAL MANAGEMENT
- Legal name: Servus Capital Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lynchburg, VA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150195
- AdvisorCensus page: https://advisorcensus.com/firm/servus-capital-management-lynchburg-va-150195

## Quick answers

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

**Where is Servus Capital Management located?**
Servus Capital Management's principal office is in Lynchburg, VA, according to its Form ADV.

**Is Servus Capital Management registered with the SEC or a state?**
Servus Capital Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 150195.

**How much does Servus Capital Management manage?**
Servus Capital Management reports $30,090,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (90% discretionary).

**What types of clients does Servus Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (210); pension and profit sharing plans (but not the plan participants or government pension plans) (3); charitable organizations (3).

**Does Servus Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150195

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,090,000
- Discretionary: $27,153,500
- Non-discretionary: $2,936,500

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 210 | $21,353,500 |
| High net worth individuals | 0 | $0 |
| 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) | 3 | $1,146,500 |
| Charitable organizations | 3 | $7,590,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| 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: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lynchburg401krollover.com
- lynchburgfinancialplanning.com
- lynchburginvestmentmanagement.com
- lynchburgportfoliomanagement.com
- lynchburgretirementplanning.com
- pod.co/purpose-driven-finances
- servus360.com
- servuscm.com
- Facebook @SERVUSCM
- Instagram @servuscm
- LinkedIn @servus-capital-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Servus Capital Management (CRD 150195): Form ADV filing data as of October 2026.