{"url":"https://nivawealth.com/firms/academy-capital-management-105008","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105008","regulatoryAum":1158602375,"crd":"105008","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2137572","suffix":null,"lastName":"ADAM","firstName":"TERRY","middleName":"JOEL"},{"crd":"6060184","suffix":null,"lastName":"BURNS","firstName":"CHARLES","middleName":"GILBERT"},{"crd":"1335846","suffix":null,"lastName":"GRANOWSKI","firstName":"SCOTT","middleName":"MICHAEL"},{"crd":"5828748","suffix":null,"lastName":"ISBELL","firstName":"ROBERT","middleName":"MORRIS"},{"crd":"7223595","suffix":null,"lastName":"SPROSS","firstName":"ANDREW","middleName":null},{"crd":"8030338","suffix":null,"lastName":"Thompson","firstName":"Luke","middleName":"Parson"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-03","regulatoryAum":715413630,"clients":848,"employees":8,"offices":1},{"filedOn":"2022-01-28","regulatoryAum":791875957,"clients":924,"employees":8,"offices":1},{"filedOn":"2023-02-23","regulatoryAum":657208561,"clients":940,"employees":9,"offices":1},{"filedOn":"2024-03-14","regulatoryAum":896128068,"clients":951,"employees":8,"offices":1},{"filedOn":"2025-03-10","regulatoryAum":1046676052,"clients":970,"employees":9,"offices":1},{"filedOn":"2026-03-10","regulatoryAum":1158602375,"clients":996,"employees":9,"offices":1}],"secFileNumber":"801-27836","legalName":"Academy 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They include 926 individual clients, 36 high-net-worth individuals, and 12 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Academy Capital Management offer?","answer":"Academy Capital Management provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Academy Capital Management charge?","answer":"Academy Capital Management charges 0.50%–1.00% a year for its Basic annual fee schedule. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"ADV 12-31-25, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Academy Capital Management use?","answer":"Academy Capital Management’s separately managed account assets are held at Charles Schwab (Westlake, TX), with $908M and Morgan Stanley Smith Barney LLC (Purchase, NY), with $209M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Academy Capital Management have?","answer":"Academy Capital Management has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Academy Capital Management invest in?","answer":"At the end of its last fiscal year, Academy Capital Management’s separately managed accounts held 65% exchange-traded equities, 26% U.S. government and agency bonds and 9% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Academy Capital Management?","answer":"Academy Capital Management’s direct owners are Terry Adam (50% to 75%) and Scott Granowski (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Academy Capital Management get paid?","answer":"Academy Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Academy Capital Management?","answer":"Academy Capital Management’s main office is at 500 N Valley Mills DR Ste #200, Waco, TX 76710. Its phone number is 254-751-0555. 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