Fee-OnlyFinder

Servus Capital Management

Financial planning in Lynchburg, VA

State registeredNo commissions reported

Call (434) 316-0246Send a messageMap ↗

Public-record details

Address
1922 Graves Mill Road, Lynchburg, VA 24502
Phone
(434) 316-0246
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Servus Capital Management LLC
CRD number
150195
Registration
State registered: VA
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$30.1 million
Accounts managed
216
Clients reported (Form ADV 5.D)
216
Individual / high-net-worth clients
210 / 0
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-27

State registered (VA) investment adviser, CRD 150195, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Lynchburg

Advanta Wealth Management828 Main St, Suite 1803 · Lynchburg, VA 24504 · (434) 255-0255 · Financial planningCRD 326877 · % of assets, Fixed fees · $63.8 million AUMState registeredNo commissions reportedArrow Wealth Advisors828 Main St, FL 11, Ste 1101 · Lynchburg, VA 24504 · (210) 541-9967 · Financial planningCRD 290853 · % of assets, Hourly charges, Fixed fees · $121.2 million AUMSEC registeredNo commissions reportedBrown Edwards Wealth Strategies828 Main Street, Suite 1401 · Lynchburg, VA 24504 · (434) 948-9000 · % of assets managedCRD 173559 · % of assets · $403.3 million AUMSEC registeredNo commissions reportedCharmarline Wealth Management3831 Old Forest Rd, Suite 6 · Lynchburg, VA 24501 · (434) 455-3036 · Financial planningCRD 336719 · % of assets · $118.8 million AUMSEC registeredNo commissions reportedLegacy Wealth Management Group, INC.1971 English Tavern Road · Lynchburg, VA 24501 · (434) 266-1214 · Financial planningCRD 322235 · % of assets, Hourly charges, Fixed fees · $289.8 million AUMSEC registeredNo commissions reportedLynchburg Wealth Management1511 Enterprise Drive, Second Floor · Lynchburg, VA 24502 · (434) 515-0380 · Financial planningCRD 284344 · % of assets, Hourly charges, Fixed fees · $77.8 million AUMState registeredNo commissions reportedMontvue Capital Management, INC.900 Main Street · Lynchburg, VA 24504 · (434) 455-2795 · Financial planningCRD 116807 · % of assets, Fixed fees · $357.2 million AUMSEC registeredNo commissions reportedPettyjohn, Wood & White, INC.1925 Atherholt Road · Lynchburg, VA 24501 · (434) 845-1266 · % of assets managedCRD 106403 · % of assets · $1.0 billion AUMSEC registeredNo commissions reported

All 10 in Lynchburg →