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 that has been SEC-registered since 1987. The firm is owned by an individual and provides fee-based portfolio management on a percentage-of-AUM basis to a mix of individual/family and institutional clients. Its stated advisory activity focuses on portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not classified as a capital allocator, and is not listed as a multi-state or newly formed adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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
Similar firms
Disciplined Investors, L.L.C.
RIAWaco, TX
JTS Fund Advisors, LLC
RIAWaco, TX
Winnacle Wealth, LLC
RIAWaco, TX
Open Range Financial Group, LLC
RIAWaco, TX
Wardlaw Wealth Management LLC
RIAWaco, TX
Investments Plus LLC
RIAWaco, TX