Daniel Stephen
Servatus Capital · Naples, Florida
Daniel Stephen is a fee-only financial advisor at Servatus Capital in Naples, Florida. Servatus Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Servatus Capital |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $110.1M across 100 accounts |
| SEC registration | Investment adviser representative in FL, MO · CRD 3232541 |
| Exams passed | Series 65 (2020) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Daniel's firm compares
- Servatus Capital's average account is about $1.1 million, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Daniel
Is Daniel Stephen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Servatus Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Servatus Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Stephen based?
Daniel Stephen is based in Naples, Florida.
Is Daniel Stephen registered with the SEC?
Yes. Daniel Stephen is registered as an investment adviser representative in FL and MO (CRD 3232541), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Servatus Capital manage?
Servatus Capital reports $110.1M across 100 accounts in assets under management.
How do I contact Daniel Stephen?
Contact details aren't on file yet. Search for Servatus Capital.
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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