Robert Dunn
Servatus Capital · Naples, Florida
Robert Dunn is a fee-only financial advisor at Servatus Capital in Naples, Florida, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MO · CRD 5367632 |
| Exams passed | Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Robert'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 Robert
Is Robert Dunn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Servatus Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Dunn based?
Robert Dunn is based in Naples, Florida.
What credentials does Robert Dunn hold?
Robert Dunn holds the CFP credential.
Is Robert Dunn registered with the SEC?
Yes. Robert Dunn is registered as an investment adviser representative in FL and MO (CRD 5367632), 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 Robert Dunn?
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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