Overview
Assets Under Management: $634 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 36
Average Client Assets: $16 million
Frequently Asked Questions
SERVICE ACADEMY CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #226628), SERVICE ACADEMY CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
SERVICE ACADEMY CAPITAL MANAGEMENT LLC is headquartered in DALLAS, TX.
SERVICE ACADEMY CAPITAL MANAGEMENT LLC serves 36 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, SERVICE ACADEMY CAPITAL MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
SERVICE ACADEMY CAPITAL MANAGEMENT LLC manages $634 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, SERVICE ACADEMY CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.48
Average High-Net-Worth Client Assets: $16 million
Total Client Accounts: 56
Discretionary Accounts: 53
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 226628
Last Filing Date: 2025-02-18 00:00:00
Website: https://sacmgt.com