Servatus Capital
Servatus Capital is an SEC-registered ria in Naples, FL with $110.1M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Servatus Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311428, SEC 801-132631, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $110.1M (2026-03-17)
- Firm type
- Ria
- Location
- Naples, FL
- Employees
- 2
- Clients
- 31
- CRD
- 311428
- Ownership
- DUNN, ROBERT, DUFFY; STEPHEN, DANIEL, GERARD; Ramos, Mitchel; PERRY, DANIEL, GERARD
How much AUM does Servatus Capital have?
Servatus Capital reported $110.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Servatus Capital?
Disclosed owners and executives of Servatus Capital include DUNN, ROBERT, DUFFY, STEPHEN, DANIEL, GERARD, Ramos, Mitchel, PERRY, DANIEL, GERARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.