Service Academy Capital Management LLC

Zachary Dawson is a financial advisor at Service Academy Capital Management LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Service Academy Capital Management, he was briefly with Cerity Partners. Service Academy Capital Management provides investment management and financial planning to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and select corporate clients, with a focus on veterans and their families. The firm employs a combination of fundamental, quantitative, and qualitative analysis across various strategies, including long/short equity, options, and quantitative trading algorithms.

Jeffrey Fritts is a financial advisor at Service Academy Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has held senior roles at Marsh & McLennan Companies and Willis Towers Watson, with additional leadership as CEO of Senior Planning & Eldercare Services, Inc. outside the investment industry. Service Academy Capital Management provides investment management and financial planning services primarily to high-net-worth individuals, pension plans, trusts, and charitable organizations, with a special focus on veterans and their families. The firm employs a combination of fundamental and quantitative strategies and emphasizes hiring veterans while supporting veteran-related charities.

Scott Phillips is a financial advisor at Service Academy Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Service Academy Capital Management since 2018. Prior to that, he was employed at First Dallas Securities Inc. starting in 2005. Service Academy Capital Management provides investment management and financial planning services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and select corporate clients. The firm emphasizes serving veterans, veteran families, and widows of veterans, utilizing a combination of fundamental, qualitative, cyclical, and quantitative analysis in portfolio construction.

Carley Bohn is a financial advisor at Service Academy Capital Management LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, Bohn worked at Dallas Dermatology Partners and has a background that includes full-time education. Service Academy Capital Management provides investment management and financial planning services primarily to high-net-worth individuals, pension plans, and charitable organizations, with a specific focus on veterans, veteran families, and widows of veterans. The firm employs a range of strategies including long/short equity, options, and quantitative trading algorithms, and maintains an ongoing review process for client portfolios.

Brian Sears is a financial advisor with Service Academy Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Service Academy Capital Management since 2015 and previously worked at Kelson Capital LLC and Purshe Kaplan Sterling Investments. Sears is a founding partner, chairman, and CEO of Service Academy Capital Management and holds minority stakes in several private equity and investment ventures, including an online music retailer and a pneumatic device company for trucks. Service Academy Capital Management provides investment management and financial planning services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and select corporate clients, with a focus on veterans and their families. The firm employs a combination of fundamental, qualitative, cyclical, and quantitative analysis, utilizing diverse strategies such as long/short equity, options, leverage, and a proprietary quantitative trading algorithm.

John Brittingham is a financial advisor at Service Academy Capital Management LLC in Dallas, TX, with four years of industry experience. He holds a Series 65 designation and has worked at Service Academy Capital Management since 2021. Outside of his advisory role, he is involved in a start-up focused on ranching technology, providing equipment and a remote monitoring application for landowners. Service Academy Capital Management offers investment management and financial planning services primarily to high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and select corporate clients. The firm emphasizes serving veterans and their families, employing a range of strategies including long/short equity, options, leverage, and quantitative trading supported by AI and blockchain research.