Academy Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Waco, TX. Its latest Form ADV filing, dated March 10, 2026, reports $1.2B in regulatory assets under management, 9 employees, and 996 accounts.
Assets Under Management
$1.2B
Employees
9
Offices
--
Total Clients
996
Primary office
WACO, TX
500 N VALLEY MILLS DR STE #200, WACO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.0% of total clients.
Top client categories% of clientsClients
1
Individuals
93.0%
926
2
HNWI
3.6%
36
3
Pension Plans
1.2%
12
4
Charitable
1.1%
11
5
Corporations
1.1%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 10, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts996
10Y AUM Change+$683M (+143.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee111:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.