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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Frontier matrix
- Established Date
- 11-16-1987
- Office Locations
- 3
Office Locations
About Academy Capital Management
Academy Capital Management is a Waco, Texas-based registered investment adviser serving retail and institutional clients. The firm provides asset management and portfolio construction, with insurance capabilities. Portfolios are heavily ETF-based and complemented by U.S. government/agency fixed income and cash exposures. Custody is supported by platforms including Charles Schwab and Morgan Stanley.
Team overview
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Custodian
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Owner & Executives
TERRY JOEL ADAM
President
- CRD
- #2137572
- Ownership
- 50% but less than 75%
SCOTT MICHAEL GRANOWSKI
Director, Vice President
- CRD
- #1335846
- Ownership
- 50% but less than 75%
Prime value
Peak pathway
- CRD
- #29547
- Ownership
- 37.3%
Showing 2 of 3 owners & executives
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CHARLES GILBERT BURNS
Owner
- CRD
- #6060184
ROBERT MORRIS ISBELL
--
- CRD
- #5828748
Capital harbor
Element beacon pathway
- CRD
- #33494
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,158,602,375 | $1,163,255 |
| Non-Discretionary | $0 | -- |
| Total | $1,158,602,375 | $1,163,255 |
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Separately Managed Accounts
Total SMA Asset: $1,158,602,375
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $549,345,535 | 42.5% |
| U.S. Government/Agency | $153,816,750 | 11.9% |
| Cash | $589,415,444 | 45.6% |
| Total | $1,292,577,729 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA EAGLE BEACON | FOUNDATION SUMMIT | EES5N8PNI | TEZZT | 5.45% | $68,516,138 |
| VECTOR OAK | CATALYST TIMBER | QKMIGWWFM | DLM | 6.54% | $47,055,779 |
| RADIAL HORIZON | OAK OPTIMA | LF3VP3JDH | DXPER | 10.64% | $88,083,712 |
| WAVE FOCUS ALPHA | CATALYST PRIME | OT72HCGSD | WPFK | 6.85% | $26,076,293 |
| CAPITAL MATRIX QUANTUM | HARBOR GLACIER | MTR0P628I | SEB | 3.69% | $18,621,679 |
| SUMMIT EMBER | SIGNAL TIMBER | V1BVO69I8 | KNQ | 8.70% | $83,836,027 |
| ATLAS CREST | FOCUS WAVE | 9O2GJSOQI | XKY | 3.81% | $73,609,009 |
| CREST TIMBER | OPTIMA FOCUS | 8L1UDIBJM | WRZGS | 3.14% | $108,941,865 |