ACADEMY CAPITAL MANAGEMENT
Firm details
- Headquarters
- WACO, Texas
- CRD number
- 105008
- Registered since
- November 16, 1987
- Website
- www.academycapitalmgmt.com
- Custodians
- CUSTODIAN, MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.97%
- Individuals45.1%
- Pension & Profit Sharing Plans2.37%
- Charitable Organizations1.24%
- Corporations / Businesses0.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Academy Capital Management is a privately owned corporate RIA that has been SEC-registered since 1987. The firm serves both individual/family clients and institutional accounts, with portfolio management directed toward individuals and small businesses. Compensation is charged as a percentage of assets under management. Academy does not identify itself as an active ESG investor, is not a multi-state adviser, and is not described as a separate capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- US Government Bonds26%
- Cash & Cash Equivalents9%
Contacts
3 of 7ANDREW SPROSS
Investment ManagerCRD 7223595
TERRY ADAM
PRESIDENT INVESTMENT MANAGERCRD 2137572
ROBERT ISBELL
Portfolio ManagerCRD 5828748
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WACO, TX
MCLENNAN
Location
WACO, TX
Headquartered in WACO, TX, in the South of the United States.
- Region
- South
- County
- MCLENNAN
- Address
- 500 N Valley Mills Dr
- Time zone
- CT (UTC-6)
- Office locations
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