Firm
Servus Capital Management
Lynchburg, Virginia
Fee-only
Servus Capital Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 210 individual clients.
- Its average account is about $139,000 (assets it manages divided by its 216 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Lynchburg, Virginia |
|---|---|
| Website | lynchburginvestmentmanagement.com |
| Phone | (434) 316-0246 |
Servus Capital Management fees
Servus Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $30 million |
| Individual clients | 210 |
| Accounts managed | 216 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-70135) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 150195 |