Advisors at this firm
Andrew S
Series 65
Waco, TX
Academy Capital Management
Andrew Spross is a financial advisor at Academy Capital Management in Waco, TX, holding a Series 65 designation with six years of industry experience. He worked at Spross Insurance Agency from 2014 to 2019 before joining Academy Capital Management in 2019. Academy Capital Management provides discretionary investment supervisory services to a range of clients including individuals, trusts, and corporate entities. The firm manages approximately $1.16 billion in discretionary assets through a six-advisor team, utilizing an Investment Committee framework and individualized Investment Policy Statements to guide portfolio management.
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.
Terry A
CFA®, Series 65
Waco, TX
Academy Capital Management
Terry Adam is a CFA® charterholder with 21 years of industry experience and has been with Academy Capital Management for 36 years. He is involved in managing a car wash business and operates farm and ranch real estate activities outside of his advisory role. Academy Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities, serving over 900 clients with about $1.16 billion in assets under management. The firm employs an Investment Committee framework and individualized Investment Policy Statements to guide portfolio management with a focus on performance, risk, and tax-related reporting.
Scott G
CFA®, Series 63
Waco, TX
Academy Capital Management
Scott Granowski is a CFA® charterholder with 22 years of industry experience. He has been with Academy Capital Management in Waco, TX, since 1986. 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 and uses an Investment Committee framework alongside individualized Investment Policy Statements to guide asset allocation and portfolio construction.
Luke T
Series 65
Waco, TX
Academy Capital Management
Luke Thompson is a financial advisor at Academy Capital Management in Waco, TX, with one year of industry experience. He holds a Series 65 designation and has prior work history at Cypress ISD and Texas A&M University. Academy Capital Management is a six-advisor team managing approximately $1.16 billion in discretionary assets for individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities. The firm uses an Investment Committee framework and individualized Investment Policy Statements to manage equity, balanced, and fixed-income portfolios on a discretionary basis.
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.