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SERVE CAPITAL PARTNERS

AUSTIN, TX · CRD 284027 · IAPD ↗ · servecapitalpartners.com · 512-505-4153

$2.50BRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
14Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — SERVE CAPITAL PARTNERS reported RAUM up 27% ($1.95B -> $2.46B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
March 2024 — SERVE CAPITAL PARTNERS reported RAUM up 30% ($1.16B -> $1.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.