Academy Capital Management
SEC RegisteredAbout the firm
Academy Capital Management offers financial management services directed toward managing client portfolios within the areas of accumulation and distribution, such as spending or gifting.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management covering accumulation and distribution, including understanding client commitments and resources, identifying tax and timing constraints, asset allocation, investment education, investment policy statement setup, fee discussion, custodian selection, account paperwork, portfolio construction, and ongoing monitoring of personal and portfolio changes.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3 million | 1.00% |
| $3 million to $5 million | 0.75% |
| Over $5 million | 0.50% |
Data as of March 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 Capital 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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