Fee-only adviser · Waco, TX
Academy Capital Management
Academy Capital Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Waco, Texas. On its latest Form ADV, filed March 10, 2026, it reports $1.2B in regulatory assets under management, 962 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 105008 · SEC file 801-27836 |
| Office | 500 N Valley Mills DR Ste #200 Waco, TX 76710 |
| Phone | (254) 751-0555 |
| Website | www.academycapitalmgmt.com |
| Regulatory assets under management | $1.2B |
| Individual clients | 926 non-high-net-worth, 36 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Waco
- Disciplined Investors, L.L.C. $942M
- Wardlaw Wealth Management LLC $76M
- The Aspen Equity Group $37M
- Ecapital Advisors, Inc. $16M
- Bible & Sovereign Partners Financial Services Not reported
- Investments Plus LLC $37M
See all 8 fee-only advisers in Waco →
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