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ACADEMY CAPITAL MANAGEMENT

WACO, TX · CRD 105008 · IAPD ↗ · academycapitalmgmt.com · 254-751-0555

$1.16BRegulatory AUM
5Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — ACADEMY CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($896.1M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
65
April 2024 — ACADEMY CAPITAL MANAGEMENT reported RAUM up 36% ($657.2M -> $896.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.