Disclosures
Website & Content Disclosure
SCM’s website is intended solely for informational and marketing purposes. We do not provide investment, legal, or tax advice through this website. Any third-party articles, links, or research reports are provided for general reference only. If any linked material discusses investment ideas or planning strategies, such content should not be interpreted as a personalized recommendation.
If you are interested in any strategy, topic, or investment mentioned on this site or through a link, please contact SCM directly. A personalized review—including an evaluation of your risk tolerance, goals, objectives, and time horizon—is required before recommendations can be made.
Use of Images & Case Studies
SCM uses stock images throughout the website. These images represent the types of clients we serve, but are not photographs of actual clients.
Case studies are provided strictly for
illustrative and educational purposes.
They are not intended to:
- Recommend any specific strategy
- Imply future performance
- Represent the experience of all clients
They are simply examples to demonstrate how SCM approaches problem-solving and service.
Accuracy of Information
Although SCM obtains information from sources we believe to be reliable, we do not warrant or guarantee the accuracy, completeness, or timeliness of any information presented on this website or through external links.
SCM is not responsible for the content, policies, or services of any third-party websites linked from this site, as we do not control or monitor those resources.
No Performance Guarantees
Nothing on this website should be interpreted as a guarantee of investment results.
Past performance is not indicative of future results.
Investment markets involve risk, including the potential loss of principal.
Advisory Relationship Requirements
SCM does not provide financial, legal, or tax advice through this website.
To receive professional advice from SCM, the following must occur:
- Delivery of SCM’s Form ADV Part II, and
- Execution of a formal Client Agreement.
Without these steps, no advisory relationship is established.
Retirement Plan Fee Reduction Examples
Any 401(k) or retirement plan fee reductions shown on this website are illustrative examples only. Fee savings vary based on:
- Current plan provider
- Investment options
- Total plan assets
- Plan structure
- Additional service-related variables
No specific fee reduction is guaranteed.
Form ADV Disclosure
Servus Capital Management, LLC (“SCM”) is a registered investment advisor with the Commonwealth of Virginia. Registration does not imply a certain level of skill or training.
Additional information about SCM, including our services, fees, and business practices, is available in our Form ADV Part 2A. The Form ADV is a regulatory disclosure document required by the SEC and state securities authorities and is designed to provide transparency to prospective and existing clients.
You may view or download our Form ADV Part 2A using the link below:
Clients and prospective clients may also obtain a copy of our Form ADV through the Investment Adviser Public Disclosure (IAPD) website or by contacting Servus Capital Management directly.
Plan With Clarity. Live With Purpose.
Retirement and investment planning in Central Virginia is about more than numbers—it’s about freedom, peace of mind, and a life lived on purpose. With personalized strategies rooted in stewardship and designed for your unique goals, we help you move forward with confidence.
