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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

SERVICE ACADEMY CAPITAL MANAGEMENT LLC

CRD 226628

DALLAS, 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:e7ef1a47-23a9-0f83-be54-a6153da9537b

Data as of Jan 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 10
On other graphs: 0
Observed: Mar 15, 2018 to Jan 31, 2026
22 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $734MItem 5.F on the latest filing (2026-01-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $669M
Private client RAUM: $668MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 304
Individual clients: 16
High net worth clients: 40
SEC number: 801-112843
CRD: 226628
Filings on the tape: 22
First filed: Mar 15, 2018
Latest filed: Jan 31, 2026
Organised: Limited Liability Company, DE
Website: sacmgt.com

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
SEARS, BRIAN, STEPHEN	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER	E	yes	03/2015	Mar 15, 2018	Jan 25, 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	Jan 31, 2026	$734M	$669M	7	5	0	n/a	n/a
2024	Feb 18, 2025	$634M	$530M	8	6	0	n/a	n/a
2023	Jan 25, 2024	$537M	$497M	9	6	0	n/a	n/a
2022	Jan 20, 2023	$338M	$298M	5	3	0	n/a	n/a
2021	Mar 28, 2022	$281M	$265M	5	3	0	n/a	n/a
2020	Mar 17, 2021	$301M	$235M	4	2	0	n/a	n/a
2019	Mar 24, 2020	$180M	$180M	4	2	0	n/a	n/a
2018	Mar 13, 2019	$125M	$100M	4	2	1	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	4	-4	n/a	0	0	0	0	4

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	$734M	$634M	15.8%	$338M	29.5%	7	8	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EVOKE ADVISORS	4	Jun 9, 2026	Jun 15, 2026	DALLAS, TX	Firm absorbed	RIA to RIA	100.0%

Relationships

Moved with (1)

→ EVOKE ADVISORSRegistered adviser4 advisors, firm absorbed, same day
Jun 9, 2026 to Jun 15, 2026factForm ADV

Registered with (7)

← Scott William PhillipsAdvisorregistration: previous registration
Nov 29, 2018 to Jun 9, 2026factForm ADV
← BRIAN STEPHEN SEARSAdvisorregistration: previous registration
Jul 2, 2015 to Jun 9, 2026factForm ADV
← Jeffrey Alan FrittsAdvisorregistration: previous registration
Jul 12, 2023 to Jun 9, 2026factForm ADV
← Carley Elizabeth BohnAdvisorregistration: previous registration
May 10, 2024 to Jun 9, 2026factForm ADV
← Louis Ezekiel FrittsAdvisorregistration: previous registration
Jul 11, 2023 to Oct 20, 2025factForm ADV
← Ian Thomas RichardsAdvisorregistration: previous registration
Dec 6, 2021 to Mar 10, 2023factForm ADV
← LEONARD CHARLES ELLISAdvisorregistration: previous registration
Sep 6, 2021 to Nov 1, 2021factForm ADV

Controls (1)

← SEARS, BRIAN, STEPHENOwnerMANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 15, 2018 to Jan 25, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 9, 2026
Firm absorbed
Service Academy Capital Management LLC's advisors moved to Evoke Advisors (Dallas, TX): 4 of 4 registered, on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Jun 9, 2026
Advisor changed firm
Jeffrey Alan Fritts left Service Academy Capital Management Llc for Evoke Advisors (registered 2026-06-15)
Form ADVobserved 5 days ago
Occurred
Jun 9, 2026
Advisor changed firm
Carley Elizabeth Bohn left Service Academy Capital Management Llc for Evoke Advisors (registered 2026-06-11)
Form ADVobserved 5 days ago
Occurred
Jun 9, 2026
Advisor changed firm
Brian Stephen Sears left Service Academy Capital Management Llc for Evoke Advisors (registered 2026-06-15)
Form ADVobserved 5 days ago
Occurred
Jun 9, 2026
Advisor changed firm
Scott William Phillips left Service Academy Capital Management Llc for Evoke Advisors (registered 2026-06-15)
Form ADVobserved 5 days ago
Occurred
Oct 20, 2025
Advisor departed, no destination yet
Louis Ezekiel Fritts no longer registered at Service Academy Capital Management Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Mar 10, 2023
Advisor changed firm
Ian Thomas Richards left Service Academy Capital Management Llc for Cmh Wealth Management (registered 2023-04-27)
Form ADVobserved 5 days ago
Occurred
Mar 17, 2021
Regulatory AUM changed
Service Academy Capital Management Llc reported RAUM $301.3M, up 67% from $180.0M (2020-06-17 to 2021-03-17)
Form ADVobserved 5 days ago
$121M
Occurred
Mar 15, 2018
First Form ADV filing
Service Academy Capital Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jul 1, 2026
Service Academy Capital Management Llc no longer on the SEC adviser roster (last listed 2026-06-01, RAUM $734.0M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7ef1a47-23a9-0f83-be54-a6153da9537b
First observed: Mar 15, 2018
Last observed: Jan 31, 2026 7 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.

SERVICE ACADEMY CAPITAL MANAGEMENT LLC

CRD 226628

DALLAS, 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:e7ef1a47-23a9-0f83-be54-a6153da9537b

Data as of Jan 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SEARS, BRIAN, STEPHEN

MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER

yes

03/2015

Mar 15, 2018

Jan 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 31, 2026

$734M

$669M

n/a

2024

Feb 18, 2025

$634M

$530M

n/a

2023

Jan 25, 2024

$537M

$497M

n/a

2022

Jan 20, 2023

$338M

$298M

n/a

2021

Mar 28, 2022

$281M

$265M

n/a

2020

Mar 17, 2021

$301M

$235M

n/a

2019

Mar 24, 2020

$180M

n/a

2018

Mar 13, 2019

$125M

$100M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$734M

$634M

15.8%

$338M

29.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EVOKE ADVISORS

Jun 9, 2026

Jun 15, 2026

DALLAS, TX

Firm absorbed

RIA to RIA

100.0%