S
$110.1M Total AUM
$110.1M Disc. AUM
-- 3Y CAGR
2 Employees
64 ADV. Clients
5 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-05-2021
- Office Locations
- 2
Office Locations
999 Vanderbilt Beach Road Suite 707 Naples FL
-- St. Louis MO
About Servatus Capital
Servatus Capital is a Naples-based RIA with 2 offices. The firm has been operating for 5 years. Managing $110.1M in total assets under management, with 2 advisory representatives. They custody assets with American Funds and Charles Schwab & Company.
Team overview
43 AVG AGE
$55.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
D
DANIEL GERARD STEPHEN JR
Chief Compliance Officer, Director, Managing Member
- CRD
- #3232541
- Ownership
- 50% but less than 75%
Available
Available
Available
DANIEL GERARD PERRY
Private Equity Associate
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,135,315 | $1,101,353 |
| Non-Discretionary | $0 | -- |
| Total | $110,135,315 | $1,101,353 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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