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| Service Academy Capital Management LLC
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|
|---|---|
| CRD # | 226628 |
| SEC # | 801-112843 |
| CIK # | |
| AUM | $337.7 MM (2023-01-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 424-835-4147 |
| Address | 3838 Oak Lawn Ave Dallas, TX 75219 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 7.5 |
| (b) Individuals (high net worth individuals) | 33 | 289.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 40.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 337.7 |
| By Discretionary | ||
| Discretionary | 191 | 297.7 |
| Non-Discretionary | 4 | 40.0 |
| Total | 195 | 337.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.7 | |
| Total | 195 | 337.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Libra Wealth LLC
✚
|
CA | 0.3 |
|
LEGA Z Advisory LLC
✚
|
CA | 0.3 |
|
WP Advisors LLC
✚
|
CA | 0.3 |
|
McCarthy Grittinger Financial Group LLC
✚
|
WI | 0.3 |
|
Poehling Capital Management Inc
✚
|
WI | 0.3 |
|
Paradiem LLC
✚
|
LA | 0.3 |
|
Mosaic Pacific Investment Advisors LLC
✚
|
HI | 0.3 |
|
Davis Investment Partners LLC
✚
|
NC | 0.3 |
|
J Safra Sarasin Asset Management North America Ltd
✚
|
0.3 | |
|
The Legacy Financial Group Inc
✚
|
OK | 0.3 |