Servant Capital Advisors

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

550 Congressional Blvd Ste 115, Carmel, ...

Phone Number

(317) 343-9407

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Servant Capital Advisors

Servant Capital Advisors is an independent, fee-only registered investment advisor based in Carmel, Indiana, specializing in investment advisory, wealth management, and family office services for high net worth families and individuals. The firm focuses on value investing and aims to maximize long-term capital appreciation while minimizing fees and taxes. Additionally, Servant Capital makes direct investments in small and medium-sized businesses and promotes philanthropy by encouraging clients to donate a portion of their profits to charity. With a commitment to investor education, the company leverages institutional investment expertise to provide personalized investment advice.Explore more
Servant Capital Advisors's Social MediaPopular SearchesServant Capital Advisors LLCServant Capital AdvisorsServant Capital LLCSIC Code 62,628NAICS Code 52,523Show more

Servant Capital Advisors Org Chart

PhoneEmail
PF
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Founder & Principal

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Servant Capital Advisors

<$5M
1-10
Private
-
2018
PF
Phillip FunkFounder & Principal
$5.3M
11-50
Private
<$5M
2007
DC
Donald ChambersChief Investment Officer
<$5M
1-10
Private
-
1985
PH
Paul HortonPresident & Managing Director
<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Servant Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Servant Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Servant Capital Advisors.

Servant Capital Advisors Tech Stack

A closer look at the technologies used by Servant Capital Advisors

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Frequently Asked Questions Regarding Servant Capital Advisors

What is Servant Capital Advisors's official website?
Servant Capital Advisors's official website is www.servantcap.com
What is Servant Capital Advisors's Revenue?
Servant Capital Advisors's revenue is <$5 Million
What is Servant Capital Advisors's SIC code?
Servant Capital Advisors's SIC: 62,628
What is Servant Capital Advisors's NAICS code?
Servant Capital Advisors's NAICS: 52,523
How many employees does Servant Capital Advisors have?
Servant Capital Advisors has 1-10 employees
What industry does Servant Capital Advisors belong to?
Servant Capital Advisors is in the industry of: Finance, Securities Trading
What is Servant Capital Advisors competition?
Servant Capital Advisors top competitors include: Pillar Wealth Management, Merus Advisors, Wealth Advisory Services, CoastEdge Partners
What technology does Servant Capital Advisors use?
Some of the popular technologies that Servant Capital Advisors uses are: Sentry, F5 BIG-IP Platform, Sectigo, The USERTRUST Network
How do I contact Servant Capital Advisors?
Servant Capital Advisors contact info: Phone number: (317) 343-9407 Website: www.servantcap.com
What does Servant Capital Advisors do?

Servant Capital Advisors is an independent, fee-only registered investment advisor based in Carmel, Indiana, specializing in investment advisory, wealth management, and family office services for high net worth families and individuals. The firm focuses on value investing and aims to maximize long-term capital appreciation while minimizing fees and... taxes. Additionally, Servant Capital makes direct investments in small and medium-sized businesses and promotes philanthropy by encouraging clients to donate a portion of their profits to charity. With a commitment to investor education, the company leverages institutional investment expertise to provide personalized investment advice.Read More

What are Servant Capital Advisors social media links?
Servant Capital Advisors Linkedin page Servant Capital Advisors Facebook page
Is Servant Capital Advisors a public company?
Servant Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about Servant Capital Advisors

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