Phil Funk, CFP® Servant Capital Advisors

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About Phil Funk, CFP®

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Carmel, Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth.

Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions.

Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER.

Phil lives with his wife and three children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

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Ideal Clients

  • Business Executives
  • Christian Faith Based
  • Financial Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options:

  • Quarterly Fee: $750+/qtr
  • Flat Fee: $3,000+/engagement

SEC Records: