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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-05-2009
- Office Locations
- 1
Office Locations
About Servus Capital Management
Servus Capital Management is a Virginia fee-only RIA (est. 2009) serving families, small businesses, and nonprofits across Central Virginia. The firm provides holistic financial and retirement income planning, including retirement plan design, cash-flow optimization, tax coordination, and continuity planning. Portfolios are managed in a disciplined, research-backed, actively monitored approach, primarily using ETFs. Known for the Purpose Driven Finances podcast and a faith-informed perspective open to all, with no account minimums.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ALLAN KENNETH MALINA
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President
- CRD
- #4570812
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,153,500 | $74,286 |
| Non-Discretionary | $2,936,500 | $20,000 |
| Total | $30,090,000 | $62,222 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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