Servatus Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 17, 2026, reports $110M in regulatory assets under management, 2 employees, 1 office, and 100 accounts.
Assets Under Management
$110M
Employees
2
Offices
1 office
Total Clients
32
Primary office
NAPLES, FL
999 VANDERBILT BEACH ROAD, SUITE 707, NAPLES, FL, United States
Top client segmentHNWI represent 53.1% of total clients.
Top client categories% of clientsClients
1
HNWI
53.1%
17
2
Individuals
37.5%
12
3
Pension Plans
3.1%
1
4
Other Advisers
3.1%
1
5
Corporations
3.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of March 17, 2026
Discretionary100.0%
$110M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$110M
Total Accounts100
10Y AUM Change+$471K (+0.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee16:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.