SourcingSourcing

SERVE CAPITAL PARTNERS, LLC

C23
CRD 284027·SEC 801-117466·AUSTIN, TX
AUM
$2.46B
$1B+
Est. Revenue
$24.6M
@ 1% on AUM
Est. EBITDA
$7.4M
@ 30% margin
Est. Deal Value
$59.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SERVE CAPITAL PARTNERS, LLC
CRD
284027
SEC file #
801-117466
EIN
811223258
DBA names
Serve Capital Partners

Economics

AUM
$2.46B
AUM band
$1B+
AUM trajectory
'20'26
$202.8M → $2.46B▲ +1114%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
servecapitalpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SERVE CAPITAL PARTNERS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
SERVE CAPITAL PARTNERS
BIGHAM, SCOTT, WENDEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SERVECAPITALPARTNERS.COM
Rdap Domain Creation Date
2016-01-14T05:32:26Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001676534
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2016-06-09
Edgar Last Filing Date
2017-06-09
Edgar Form D Count
2
Edgar Form D Offerings
2017-06-092017-06-09 · 0001676534-17-000002
2016-06-092016-06-09 · 0001676534-16-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo8
E*trade4
Edgar Addresses
Mailing
2901 VIA FORTUNA, BUILDING 6SUITE 550AUSTIN, TX 78746
Business
2901 VIA FORTUNA, BUILDING 6SUITE 550AUSTIN, TX 78746
Edgar EIN
811223258
Edgar Recent Filings
D/A2017-06-09 · 0001676534-17-000002
D2016-06-09 · 0001676534-16-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-14T05:32:26Z
Rdap Domain Last Changed
2026-01-15T14:47:53Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
BIGHAM, SCOTT, WENDEL
Executive Officer · 2.5%
6652026
MICHAEL EDWARD MCCLURE
Executive Officer · 2.5%
4970264
MCKINNEY, LARA, DEANNE
Executive Officer · 2.5%
7195070