Academy Capital Management
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 996
- Avg AUM / client
- $1.2M
- Accounts
- 996
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Investments (13F portfolio — 37 positions, $699,417,109)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | com | $70,116,605 | 276,278 | 10.0% | 6.05% |
| 2 | Alphabet C | com | $57,577,965 | 200,718 | 8.23% | 4.97% |
| 3 | Amazon.Com Inc | com | $53,552,673 | 257,131 | 7.66% | 4.62% |
| 4 | Taiwan Semi | com | $50,727,985 | 150,105 | 7.25% | 4.38% |
| 5 | Berkshire B | com | $50,398,422 | 105,172 | 7.21% | 4.35% |
| 6 | Meta Platforms | com | $50,222,144 | 87,781 | 7.18% | 4.33% |
| 7 | Mastercard Inc | com | $49,202,020 | 98,471 | 7.03% | 4.25% |
| 8 | Microsoft Corp | com | $47,152,995 | 127,382 | 6.74% | 4.07% |
| 9 | Alphabet A | com | $46,667,281 | 162,287 | 6.67% | 4.03% |
| 10 | Primerica Inc | com | $32,534,346 | 129,888 | 4.65% | 2.81% |
| 11 | Zoetis Inc Class | com | $26,990,889 | 228,330 | 3.86% | 2.33% |
| 12 | Novo Nordisk | com | $26,431,703 | 719,230 | 3.78% | 2.28% |
| 13 | Pool Corp | com | $24,918,760 | 123,159 | 3.56% | 2.15% |
| 14 | Unitedhealth | com | $22,953,338 | 84,827 | 3.28% | 1.98% |
| 15 | Idexx Labs Inc | com | $19,283,503 | 34,319 | 2.76% | 1.66% |
| 16 | Sp Global Inc | com | $17,503,166 | 41,151 | 2.5% | 1.51% |
| 17 | Adyen Nv | com | $12,616,407 | 1,265,437 | 1.8% | 1.09% |
| 18 | Lvmh Moet | com | $11,302,626 | 103,466 | 1.62% | 0.98% |
| 19 | Exxon Mobil | com | $7,699,849 | 45,384 | 1.1% | 0.66% |
| 20 | Citigrp Inc | com | $6,350,960 | 56,000 | 0.91% | 0.55% |
| 21 | Alibaba Grp | com | $3,215,916 | 25,633 | 0.46% | 0.28% |
| 22 | Nestle Adr | com | $3,024,829 | 30,523 | 0.43% | 0.26% |
| 23 | Travelers Comp | com | $2,805,087 | 9,617 | 0.4% | 0.24% |
| 24 | Hunt Bancshares | com | $811,468 | 51,851 | 0.12% | 0.07% |
| 25 | Visa Inc Class A | com | $756,204 | 2,502 | 0.11% | 0.07% |
Top 25 of 37 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 926 | $523M | 45.1% |
| High net worth individuals | 36 | $591M | 51.0% |
| Pension and profit sharing plans | 12 | $27.4M | 2.37% |
| Charitable organizations | 11 | $14.3M | 1.24% |
| Corporations and other businesses | 11 | $3.8M | 0.33% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| King & Spalding Llp Profit Sharing 401(k) Plan King & Spalding Llp | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Michael Granowski | Vice President | CFA | Apr 1986 (40y) | 50% – 75% |
| Terry Joel Adam | President | CFA | Apr 1988 (38y) | 50% – 75% |
| Richards, Derek, Lc | Cco Ops Director | Jan 2019 (8y) | Less than 5% | |
| Charles Gilbert Burns | Registered representative | May 2012 (14y) | ||
| Robert Morris Isbell | Registered representative | Mar 2017 (9y) | ||
| Andrew Spross | Registered representative | Jan 2020 (7y) | ||
| Luke Parson Thompson | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| King & Spalding Llp Profit Sharing 401(k) Plan | King & Spalding Llp | 2,071 | $1.3B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $908M (78% of AUM) Mar 2026
- Morgan Stanley $209M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗