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ACADEMY CAPITAL MANAGEMENT
CRD 105008File 801-27836
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.16B
Above cohort median (national)
Discretionary AUM
$1.16B
Clients
996
996 accounts
Employees
9
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 16, 1987
- Principal office
- 500 N VALLEY MILLS DR STE #200, WACO, TX, 76710
- Phone
- 254-751-0555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.16B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 996
- Non-discretionary accounts
- 0
- Total accounts
- 996
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $3.8M |
| Charitable organizations | 11 | $14.3M |
| High net worth individuals | 36 | $590.5M |
| Pension and profit sharing plans | 12 | $27.4M |
| Individuals (other than high net worth individuals) | 926 | $522.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.