Serendib Capital Management LLC fees and pricing

Financial planner in Coppell, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 31, 2026, Serendib Capital Management LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “AND CONSULTING SCM charges an hourly fee of $200 for financial planning.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
None of the 4 other planners in Coppell that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2020 (6 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 13
Employees: 1
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $6,087,502
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 307709
Website: serendibcapital.com (opens in new tab)
Phone: (469) 810-5494

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.