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Robert I
Series 65
Waco, TX
Academy Capital Management
Robert Isbell is a financial advisor at Academy Capital Management with 14 years of industry experience and holds the Series 65 designation. He is based in Waco, TX, and is part of a six-advisor team. Academy Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities. The firm employs an Investment Committee framework and individualized Investment Policy Statements to manage equity, balanced, and fixed-income portfolios, emphasizing performance, risk, and tax-related reporting.
Charles B
Series 65
Waco, TX
Academy Capital Management
Charles Burns is a financial advisor at Academy Capital Management with 13 years of industry experience. He holds a Series 65 credential and has worked in commercial real estate and independent advisory roles since 2013. Academy Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities. The firm manages approximately $1.16 billion in discretionary assets for nearly 1,000 clients using an Investment Committee framework and individualized Investment Policy Statements to guide portfolio management.
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