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 an independent registered investment adviser, organized as a corporation and in operation since 1987. The firm manages portfolios for individuals, families and institutional clients, focusing on discretionary portfolio management and charging clients on a percentage-of-assets basis. It reports no active ESG program and is not designated as a multi-state or pension consultant. Ownership is listed as individual, and the adviser does not self-identify as a capital allocator. The firm's advisory activity centers on portfolio management for individuals and small businesses, suggesting a client service model built around customized wealth management rather than broad product distribution or institutional consulting mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 7
Andrew 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
FINTRXETF holdings
1 of 1Active vs passive
$1M in ETFs
100%
$1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1M | 1,351 | 100.00% |
Location
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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