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SERVICE ACADEMY CAPITAL MANAGEMENT LLC
3838 Oak Lawn Ave
Suite 1000
Dallas, Texas 75219
Tel: 4248354147
About SERVICE ACADEMY CAPITAL MANAGEMENT LLC
SERVICE ACADEMY CAPITAL MANAGEMENT LLC, formally registered with the SEC as SERVICE ACADEMY CAPITAL MANAGEMENT LLC. The firm was established in 04/16/2018. They have over 1 offices throughout the country.
SERVICE ACADEMY CAPITAL MANAGEMENT LLC is a Dallas, Texas based Financial Planning firm with nearly $633,696,000 assets under management, offering retirement planning & investment advisory services to 56 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226628 |
| SEC# | 801-112843 |
| Assets Managed by Firm | $633,696,000 |
| No. of Clients | 56 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 56 | $633,696,000 |
| Individuals (other than high net worth individuals) | 16 | $7,500,000 |
| High net worth individuals | 36 | $560,674,000 |
| Pension and profit sharing plans | 3 | $65,000,000 |
| Charitable organizations | 1 | $522,000 |
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