Service Academy Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated January 31, 2026, reports $734M in regulatory assets under management, 7 employees, and 304 accounts.
Assets Under Management
$734M
Employees
7
Offices
--
Total Clients
60
Primary office
DALLAS, TX
3838 OAK LAWN AVE, SUITE 1000, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
40
2
Individuals
26.7%
16
3
Pension Plans
5.0%
3
4
Charitable
1.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$734Mas of January 31, 2026
Discretionary91.1%
$669M
91% of total RAUM91.1%
Non-discretionary8.9%
$65M
9% of total RAUM8.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$734M
Total Accounts304
10Y AUM Change+$619M (+538.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee9:1
10Y Employee Change+4 (+133.3%)
* 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.