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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Service Academy Capital Management LLC
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| CRD # | 226628 |
| SEC # | 801-112843 |
| CIK # | |
| AUM | $633.7 M (2025-02-18) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 424-835-4147 |
| Address | 3838 Oak Lawn Ave Dallas, TX 75219 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 7.5 |
| (b) Individuals (high net worth individuals) | 36 | 560.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 65.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 56 | 633.7 |
| By Discretionary | ||
| Discretionary | 53 | 530.3 |
| Non-Discretionary | 3 | 103.4 |
| Total | 56 | 633.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 633.7 | |
| Total | 56 | 633.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sa Mason LLC
✚
|
MI | 0.6 |
|
HOEY Investments Inc
✚
|
PA | 0.6 |
|
Wisdom Financial Services LLC
✚
|
IL | 0.6 |
|
Integris Wealth Management LLC
✚
|
CA | 0.6 |
|
Downtown Wealth Studios LLC
✚
|
FL | 0.6 |
|
Aberdeen Wealth Management LLC
✚
|
IL | 0.6 |
|
Navista Wealth Management Inc
✚
|
MN | 0.6 |
|
West Branch Capital LLC
✚
|
MA | 0.6 |
|
New Vernon Wealth Management LLC
✚
|
IL | 0.6 |
|
Solidarity Wealth LLC
✚
|
UT | 0.6 |