Investment adviser · CRD 226628
SERVICE ACADEMY CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Jan 31, 2026
- Regulatory AUM
- $734M Form ADV · Item 5.F
- Client accounts
- 304 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 40 | $660,912,151 | 90.0% |
| Retirement plans | Fewer than 5 | $65,000,000 | 8.9% |
| Individuals | 16 | $7,500,000 | 1.0% |
| Charities | Fewer than 5 | $544,000 | 0.1% |
Filing source
Form ADV 2048059 · Jan 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 31, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
3838 OAK LAWN AVE, SUITE 1000DALLAS, TX, 75219, United States
CRD 226628
Filing source
Form ADV 2048059 · Jan 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.