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SERVICE ACADEMY CAPITAL MANAGEMENT LLC

DALLAS, TX · CRD 226628 · IAPD ↗ · sacmgt.com · 4248354147

$734.0MRegulatory AUM
5Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2026 — SERVICE ACADEMY CAPITAL MANAGEMENT LLC (DALLAS, TX) left the SEC roster (was $734.0M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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