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Building 2ACADEMY CAPITAL MANAGEMENT

Map pinWACO, TX
Phone254-751-0555
NotebookSEC #801-27836
Total AUM
$1.2B
Employees
9
Clients
996

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 N VALLEY MILLS DR STE #200
WACO
TX 76710
United States
Operating Hours
8:00AM - 4:00PM CST
Monday - Friday
Phone
254-751-0555

ReceiptFinancials

Total AUM
$1.2B
Accounts
996
Discretionary
$1.2B
Accounts
996
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
926
AUM
$522.5M
HNW Individual Clients
36
AUM
$590.5M
Pension/Profit Sharing Plan Clients
12
AUM
$27.4M
Charitable Organization Clients
11
AUM
$14.3M
Corporation or Business Clients
11
AUM
$3.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGALANCNMPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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