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ACADEMY ASSET MANAGEMENT

NEW YORK, NY · CRD 319774 · IAPD ↗ · academyassetmanagement.com · 646-341-6869

$1.29BRegulatory AUM
3Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
March 2026 — ACADEMY ASSET MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
March 2026 — ACADEMY ASSET MANAGEMENT crossed $1B in regulatory AUM ($598.4M -> $1.29B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
35
August 2025 — ACADEMY ASSET MANAGEMENT notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — ACADEMY ASSET MANAGEMENT crossed $500M in regulatory AUM ($188.6M -> $598.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
15
April 2024 — ACADEMY ASSET MANAGEMENT changed its website from academyalpha.com to academyassetmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2024 — ACADEMY ASSET MANAGEMENT reported RAUM up 307% ($40.1M -> $163.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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