Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,113,060,999
Clients
962
4% high-net worth
Advisors
6
of 9 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
160
Very HighAverage account size
$1,157,028
Academy Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities. As of December 31, 2025, the firm reported about $1.16 billion in discretionary assets under management and serves roughly 962 client relationships across a six-advisor team.
The firm uses an Investment Committee framework and individualized Investment Policy Statements to set asset allocations, risk tolerances, and portfolio constraints, managing equity, balanced, and fixed‑income strategies on a discretionary basis. Academy emphasizes performance, risk, and tax-related reporting in client meetings and delivers monthly custodial statements and quarterly portfolio appraisals, while employing block trading and average-price allocation for aggregated orders.
Distinctive features include a long operating history and an owner‑managed structure with principal-level CFA credentialing and internal oversight of due diligence and portfolio construction. Academy also engages in solicitor-generated accounts with disclosed fee‑sharing arrangements and maintains formal proxy‑voting procedures supported by Institutional Shareholder Services, practices that differentiate it from many peers.
$0 - $3 million: 1.00% $3 million - $5 million: 0.75% $5 million+: 0.50%
Academy Capital Management
500 N Valley Mills Dr Ste #200
Waco TX 76710, United States
Number of offices
1
California · Colorado · Florida · Georgia · Louisiana · New Mexico · North Carolina · Pennsylvania · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Waco, TX
Academy Capital Management
Series 65
Waco, TX
Academy Capital Management
CFA®, Series 65
Waco, TX
Academy Capital Management
CFA®, Series 63
Waco, TX
Academy Capital Management
Series 65
Waco, TX
Academy Capital Management
Series 65
Waco, TX
Academy Capital Management
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