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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ACADEMY CAPITAL MANAGEMENT

CRD 105008

WACO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8461a0f1-b770-bd48-d331-3b6297abae6f

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 3
On other graphs: 0
Observed: Mar 28, 2012 to Mar 10, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $193Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 996
Individual clients: 926
High net worth clients: 36
SEC number: 801-27836
CIK: 1031972
CRD: 105008
Filings on the tape: 28
First filed: Mar 28, 2012
Latest filed: Mar 10, 2026
Organised: Corporation, TX
Website: academycapitalmgmt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT MICHAEL GRANOWSKI	Chartered Financial Analyst	WACO, TX	21	41	2	no
TERRY JOEL ADAM	Chartered Financial Analyst	WACO, TX	21	36	1	no
CHARLES GILBERT BURNS	n/a	WACO, TX	14	14	n/a	no
ROBERT MORRIS ISBELL	n/a	Waco, TX	9	16	1	no
ANDREW SPROSS	n/a	WACO, TX	6	12	n/a	no
Luke Parson Thompson	n/a	WACO, TX	1	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ADAM, TERRY, JOEL	President	D	yes	04/1988	Mar 28, 2012	Mar 14, 2024
GRANOWSKI, SCOTT, MICHAEL	VICE-PRESIDENT	D	yes	04/1986	Mar 28, 2012	Mar 14, 2024
Richards, Derek, LC	CCO - OPS DIRECTOR	Na	no	01/2019	Jan 22, 2019	Mar 14, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$1.2B	$1.2B	9	5	0	n/a	n/a
2024	Mar 10, 2025	$1.0B	$1.0B	9	4	0	n/a	n/a
2023	Mar 13, 2024	$896M	$896M	8	4	0	n/a	n/a
2022	Feb 23, 2023	$657M	$657M	9	5	0	n/a	n/a
2021	Jan 28, 2022	$792M	$792M	8	5	0	n/a	n/a
2020	Mar 3, 2021	$715M	$715M	8	5	0	n/a	n/a
2019	Feb 26, 2020	$682M	$682M	8	5	0	n/a	n/a
2018	Jan 22, 2019	$529M	$529M	7	3	1	n/a	n/a
2017	Mar 26, 2018	$550M	$0	7	3	1	n/a	n/a
2016	Mar 2, 2017	$476M	$0	7	3	n/a	n/a	n/a
2015	Mar 22, 2016	$523M	$523M	7	3	n/a	n/a	n/a
2014	Mar 27, 2015	$592M	$592M	7	3	n/a	n/a	n/a
2013	Mar 27, 2014	$543M	$543M	7	3	n/a	n/a	n/a
2012	Mar 25, 2013	$430M	$430M	7	3	n/a	n/a	n/a
2011	Mar 28, 2012	$399M	$399M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.0B	10.7%	$657M	20.8%	9	9	0	0

Relationships

Registered with (8)

← Luke Parson ThompsonAdvisorregistration: current employment
Jan 13, 2025 to presentfactForm ADV
← ANDREW SPROSSAdvisorregistration: current employment
Jan 28, 2020 to presentfactForm ADV
← ROBERT MORRIS ISBELLAdvisorregistration: previous registration
Sep 9, 2010 to May 5, 2016factForm ADV
← CHARLES GILBERT BURNSAdvisorregistration: current employment
May 14, 2012 to presentfactForm ADV
← TERRY JOEL ADAMAdvisorregistration: previous registration
Mar 11, 2004 to Dec 31, 2004factForm ADV
← SCOTT MICHAEL GRANOWSKIAdvisorregistration: previous registration
Mar 18, 2003 to Dec 31, 2004factForm ADV
← JEREMY SCOTT MOCEKAdvisorregistration: previous registration
Dec 16, 2019 to Nov 14, 2023factForm ADV
← ERNEST ADOLF STIBAAdvisorregistration: previous registration
Mar 8, 2005 to Nov 4, 2011factForm ADV

Controls (2)

← GRANOWSKI, SCOTT, MICHAELOwnerVICE-PRESIDENT, ownership code D, individual
Mar 28, 2012 to Mar 14, 2024factForm ADV
← ADAM, TERRY, JOELOwnerPRESIDENT, ownership code D, individual
Mar 28, 2012 to Mar 14, 2024factForm ADV

Owns (1)

← Richards, Derek, LCOwnerCCO - OPS DIRECTOR, ownership code NA, individual
Jan 22, 2019 to Mar 14, 2024factForm ADV

Dated events

Occurred
Mar 13, 2024
Regulatory AUM changed
Academy Capital Management reported RAUM $896.1M, up 36% from $657.2M (2023-02-23 to 2024-03-13)
Form ADVobserved 5 days ago
$239M
Occurred
Nov 14, 2023
Advisor changed firm
Jeremy Scott Mocek left Academy Capital Management for Richard P. Slaughter Associates, Inc. (registered 2023-11-20)
Form ADVobserved 5 days ago
Occurred
Feb 26, 2020
Regulatory AUM changed
Academy Capital Management reported RAUM $682.1M, up 29% from $528.8M (2019-01-22 to 2020-02-26)
Form ADVobserved 5 days ago
$153M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8461a0f1-b770-bd48-d331-3b6297abae6f
First observed: Mar 28, 2012
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACADEMY CAPITAL MANAGEMENT

CRD 105008

WACO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8461a0f1-b770-bd48-d331-3b6297abae6f

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT MICHAEL GRANOWSKI

Chartered Financial Analyst

WACO, TX

TERRY JOEL ADAM

Chartered Financial Analyst

WACO, TX

CHARLES GILBERT BURNS

n/a

WACO, TX

n/a

ROBERT MORRIS ISBELL

n/a

Waco, TX

ANDREW SPROSS

n/a

WACO, TX

n/a

Luke Parson Thompson

n/a

WACO, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADAM, TERRY, JOEL

President

yes

04/1988

Mar 28, 2012

Mar 14, 2024

GRANOWSKI, SCOTT, MICHAEL

VICE-PRESIDENT

yes

04/1986

Mar 28, 2012

Mar 14, 2024

Richards, Derek, LC

CCO - OPS DIRECTOR

01/2019

Jan 22, 2019

Mar 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$1.2B

n/a

2024

Mar 10, 2025

$1.0B

n/a

2023

Mar 13, 2024

$896M

n/a

2022

Feb 23, 2023

$657M

n/a

2021

Jan 28, 2022

$792M

n/a

2020

Mar 3, 2021

$715M

n/a

2019

Feb 26, 2020

$682M

n/a

2018

Jan 22, 2019

$529M

n/a

2017

Mar 26, 2018

$550M

n/a

2016

Mar 2, 2017

$476M

n/a

2015

Mar 22, 2016

$523M

n/a

2014

Mar 27, 2015

$592M

n/a

2013

Mar 27, 2014

$543M

n/a

2012

Mar 25, 2013

$430M

n/a

2011

Mar 28, 2012

$399M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.0B

10.7%

$657M

20.8%