Academy Capital Management

RIASEC RegisteredEst. 1987
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.2M
Accounts
996
Employees
9
Advisory reps
7

Firm details

Headquarters
Waco, Texas
CRD number
105008
Registered since
November 16, 1987
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, US Government Bonds 26%, Cash & Cash Equivalents 9%65%
  • Exchange Traded Equities65%
  • US Government Bonds26%
  • Cash & Cash Equivalents9%

Contacts

3 of 7
  • Andrew Spross

    Andrew Spross

    Investment ManagerCRD 7223595

  • Terry Adam

    PRESIDENT INVESTMENT MANAGERCRD 2137572

  • Robert Isbell

    Portfolio ManagerCRD 5828748

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1M in ETFs

Passive

100%

$1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$1M1,351100.00%

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth