Servant Financial, Ltd.

RIASEC RegisteredEst. 2024

Total AUM

$144M

Discretionary

$40.7M

28% of AUM

Avg account

$1.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 135183
Registered since: August 15, 2024
Website: servantfinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI47.72%
Pooled Investment Vehicles45.15%
Corporations / Businesses3.76%
Individuals3.37%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Servant Financial, Ltd. is a corporate-structured registered adviser that positions itself as an "other fund provider" serving both individual/family and institutional clients. The firm is SEC-registered as of 2024 and is owned by an individual. Its service mix includes portfolio management for individuals and small businesses, management of pooled investment vehicles and institutional portfolios, selection of third‑party advisers, and client education through publications and workshops. The firm uses a multi-component fee menu — percentage of AUM, hourly fees, fixed fees, performance-based fees and other arrangements — which suggests flexibility across client types and mandates. Servant Financial does not identify as an active ESG investor and its filing does not present itself as a multi-state advisory platform.