ACADEMY ASSET MANAGEMENT

RIASEC RegisteredEst. 2022

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$92M

Accounts

14

Employees

13

Advisory reps

5

Firm details

Headquarters: New York, New York
CRD number: 319774
Registered since: May 20, 2022
Website: academysecurities.com
Custodians: THE BANK OF NEW YORK MELLON, U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: State / Municipal Government61.11%
Corporations / Businesses31.74%
Investment Companies6.82%
Charitable Organizations0.33%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Academy Asset Management is a limited liability company that registered with the SEC in 2022 and is individually owned. The firm serves institutional clients and charges fees as a percentage of assets under management. Its advisory mandate focuses on portfolio management for investment companies and for businesses or institutional clients. The adviser is not identified as an active ESG investor, is not multi-state, and does not operate as a capital allocator or pension consultant. Academy maintains an affiliation with a broker-dealer.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds59%
Investment Grade Corp Bonds30%
Other11%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

ANTHONY GRAHAM
CFO & COOCRD 4959159
RONALD MIMS
Founder & Chief Exceutive OfficerCRD 5637540
MICHAEL BOYD
Chief Compliance OfficerCRD 2557814

Contacts

2 of 2

SPENCER WILCOX
PresidentCRD 5802885
PHIL MCCONKEY
Vice ChairmanCRD 2100020

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 622 3rd Ave
Time zone: ET (UTC-5)
Office locations

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