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| Academy Capital Management
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|---|---|
| CRD # | 105008 |
| SEC # | 801-27836 |
| CIK # | 0001031972 |
| AUM | 1,158.6 M (2026-03-10) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 254-751-0555 |
| Address | 500 N Valley Mills Dr Ste 200 Waco, TX 76710 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001031972 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 70.1 | ||
| Alphabet Inc | 57.6 | ||
| Amazon Com Inc | 53.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 50.7 | ||
| Facebook Inc | 50.2 | ||
| Mastercard Inc | 49.2 | ||
| Microsoft Corp | 47.2 | ||
| Alphabet Inc | 46.7 | ||
| Primerica Inc | 32.5 | ||
| Zoetis Inc | 27.0 | ||
| Novo Nordisk A S | 26.4 | ||
| Pool Corp | 24.9 | ||
| UnitedHealth Group Inc | 23.0 | ||
| Idexx Laboratories Inc /DE | 19.3 | ||
| McGraw-Hill Companies Inc | 17.5 | ||
| Citigroup Inc | 6.4 | ||
| Alibaba Group Holding Ltd | 3.2 | ||
| Travelers Companies Inc | 2.8 | ||
| Huntington Bancshares Inc/MD | 0.8 | ||
| Visa Inc | 0.8 | ||
| Corning Inc /NY | 0.7 | ||
| PepsiCo Inc | 0.7 | ||
| FPL Group Inc | 0.7 | ||
| Netflix Inc | 0.6 | ||
| Johnson & Johnson | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 926 | 522.5 |
| (b) Individuals (high net worth individuals) | 36 | 590.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 27.4 |
| (h) Charitable organizations | 11 | 14.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 996 | 1,158.6 |
| By Discretionary | ||
| Discretionary | 996 | 1,158.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 996 | 1,158.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,158.6 | |
| Total | 996 | 1,158.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001031972] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Columbia Asset Management LLC
✚
|
MI | 1,200.0 M |
|
Tobias Financial Advisors Inc
✚
|
FL | 1,191.1 M |
|
Verus Financial Partners Inc
✚
|
VA | 1,181.9 M |
|
Cheviot Value Management LLC
✚
|
CA | 1,170.4 M |
|
Financial Perspectives Inc
✚
|
MN | 1,166.9 M |
|
Jacobs & Company LLC
✚
|
CA | 1,155.1 M |
|
ETZ Advisory LLC
✚
|
1,144.1 M | |
|
Schaefer Financial Management Inc
✚
|
CO | 1,114.9 M |
|
Smith Brothers Financial LLC
✚
|
CT | 1,113.2 M |
|
Rhame & Gorrell Wealth Management LLC
✚
|
TX | 1,107.4 M |