Academy Asset Management

Overview

Academy Asset Management is a privately owned limited liability company operating as an institutional registered investment adviser. The firm registered with the SEC in 2022 and bills itself to institutional clients on a percentage-of-assets-under-management fee schedule. Its stated advisory work focuses on portfolio management for investment companies and for businesses or other institutions, and the organization lists a broker‑dealer affiliation. Academy is not positioned as an active ESG investor, is not a multi‑state adviser, and does not identify as a pension consultant or a related adviser. The firm’s owner type is individual and it does not characterize itself as a capital allocator.

Assets & Accounts

Investments & Alternatives