Investment adviser · CRD 150195
SERVUS CAPITAL MANAGEMENT
Investment adviser filing (IA)
SERVUS CAPITAL MANAGEMENT LLC
LYNCHBURG, VA, United States · Form ADV filed Sep 25, 2017
- Regulatory AUM
- $14M Form ADV · Item 5.F
- Client accounts
- 225 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 25, 2017. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1922 GRAVES MILL ROAD, UPPER LEVELLYNCHBURG, VA, 24502, United States
CRD 150195
Filing source
Form ADV 1142191 · Sep 25, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.