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ACADEMY CAPITAL MANAGEMENT
500 N Valley Mills Dr Ste #200
Waco, Texas 76710
Tel: 254-751-0555
About ACADEMY CAPITAL MANAGEMENT
ACADEMY CAPITAL MANAGEMENT, formally registered with the SEC as ACADEMY CAPITAL MANAGEMENT. The firm was established in 11/16/1987. They have over 1 offices throughout the country.
ACADEMY CAPITAL MANAGEMENT is a Waco, Texas based Financial Planning firm with nearly $896,128,068 assets under management, offering retirement planning & investment advisory services to 951 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105008 |
| SEC# | 801-27836 |
| Assets Managed by Firm | $896,128,068 |
| No. of Clients | 951 |
| 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 | 951 | $896,128,068 |
| Individuals (other than high net worth individuals) | 869 | $417,606,135 |
| High net worth individuals | 28 | $416,679,327 |
| Pension and profit sharing plans | 19 | $22,188,180 |
| Charitable organizations | 14 | $21,181,130 |
| Corporations or other businesses | 21 | $18,473,296 |
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|---|---|---|---|
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