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Servus Capital Management LLC (Lynchburg)


Servus Capital Management LLC is an adviser based in Lynchburg. It manages $14 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Virginia.

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Servus Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Servus Capital Management: assets under management

The assets under management (AUM) of Servus Capital Management LLC is $14 million. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $74.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $20 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Servus Capital Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lynchburg

The principal office where Servus Capital Management LLC performs its advisory services is located at 1922 Graves Mill Road, Lynchburg, VA 24502, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 434-316-0246 or by fax 866-797-6711. The normal business hours are 9:00 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at servuscm.com/.


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