ACADEMY ASSET MANAGEMENT
SEC RegisteredBest In Class Veteran Owned & Operated
About the firm
Academy Asset Management (AAM) employs a disciplined risk management approach focused on delivering best-in-class results for clients using a client-centric approach. The firm is certified as a disabled Veteran-Owned Enterprise and is committed to hiring and training veterans, pairing Wall Street veterans with high-potential military veterans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Academy Asset Management offers investment strategies across Cash/Short Duration, Core Fixed Income, Securitized, Municipal, Product Specific Focused, and Multi-asset Strategies, with separately managed accounts (SMAs), public markets focus, and client reporting through Clearwater Analytics.
Who they serve
Investors seeking to meet their investment goals, served through a client-centric approach with flexibility to meet client objectives.
Leadership
Office locations
Regulatory & compliance
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACADEMY ASSET MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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