Allan Malina
Servus Capital Management · Lynchburg, Virginia
Allan Malina is a fee-only financial advisor at Servus Capital Management in Lynchburg, Virginia. Servus Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Servus Capital Management |
|---|---|
| Based in | Lynchburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.1M across 216 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4570812 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.lynchburginvestmentmanagement.com |
| Profile |
How Allan's firm compares
- Servus Capital Management's average account is about $139,000, from its Form ADV (assets managed divided by 216 accounts).
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Questions about Allan
Is Allan Malina a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allan holds no broker registration, and Servus Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allan charge for financial advice?
Allan's firm, Servus Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allan Malina based?
Allan Malina is based in Lynchburg, Virginia.
Is Allan Malina registered with the SEC?
Yes. Allan Malina is registered as an investment adviser representative in VA (CRD 4570812), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Servus Capital Management manage?
Servus Capital Management reports $30.1M across 216 accounts in assets under management.
How do I contact Allan Malina?
Through Allan's website, www.lynchburginvestmentmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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