Member · Servatus Capital
Mitchel Ramos
CRD 7466823 · Named on Form ADV at one SEC-registered adviser
At a glance
Servatus Capital, an SEC-registered wealth manager based in Naples, FL with $110 million in regulatory assets, lists Mitchel Ramos on its Form ADV as Member.
Firms and roles
- Servatus CapitalMemberWealth manager · Naples, FL · $110M in regulatory assets
AtlasMembers
Mitchel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Daniel G. StephenManaging Member/chief Compliance Officer, Servatus Capital
- Daniel G. PerryMember, Servatus Capital
- Robert D. DunnDirector and Partner, Servatus Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mitchel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.