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SERVATUS CAPITAL

NAPLES, FL · CRD 311428 · IAPD ↗ · 314-750-1167

$110.1MRegulatory AUM
2Advisory reps
2Employees
1Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2025 — SERVATUS CAPITAL (NAPLES, FL) is newly SEC-registered with $109.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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