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SERVATUS CAPITAL

Legal name: SERVATUS CAPITAL, LLC

CRD 311428File 801-132631
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$110.1M
Bottom 25% of cohort (national)
Discretionary AUM
$110.1M
Clients
32
100 accounts
Employees
2
Bottom 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
May 1, 2025
Principal office
999 VANDERBILT BEACH ROAD, SUITE 707, NAPLES, FL, 34108
Phone
314-750-1167
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$110.1M
Discretionary AUM
$110.1M
Non-discretionary AUM
$0
Discretionary accounts
100
Non-discretionary accounts
0
Total accounts
100
AUM per client
$3.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$748K
Other investment advisersFewer than 5$20.8M
High net worth individuals17$83.3M
Pension and profit sharing plansFewer than 5$947K
Individuals (other than high net worth individuals)12$4.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.