A complete list of active advisors currently associated with Academy Capital Management

Warmer can help you find a great advisor at Academy Capital Management or one who fits your needs even better.

Academy Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities. As of December 31, 2025, the firm reported about $1.16 billion in discretionary assets under management and serves roughly 962 client relationships across a six-advisor team. The firm uses an Investment Committee framework and individualized Investment Policy Statements to set asset allocations, risk tolerances, and portfolio constraints, managing equity, balanced, and fixed‑income strategies on a discretionary basis. Academy emphasizes performance, risk, and tax-related reporting in client meetings and delivers monthly custodial statements and quarterly portfolio appraisals, while employing block trading and average-price allocation for aggregated orders. Distinctive features include a long operating history and an owner‑managed structure with principal-level CFA credentialing and internal oversight of due diligence and portfolio construction. Academy also engages in solicitor-generated accounts with disclosed fee‑sharing arrangements and maintains formal proxy‑voting procedures supported by Institutional Shareholder Services, practices that differentiate it from many peers.

To learn more about the advisors currently working at Academy Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.