Academy Wealth Advisers, LLC

Overview

Academy Wealth Advisers, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals, small businesses and institutions. The firm’s portfolio mix shows a clear equity bias: exchange-traded equities and ETFs make up the single largest allocation, and separately managed account construction appears to be a primary delivery vehicle. Academy Wealth Advisers charges a percentage-of-AUM fee and positions its offering around direct equity exposure supplemented by pooled mutual fund sleeves and selected third-party alternatives. The firm is not an active ESG investor and operates as a single-state, individually owned RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices