Direct Owner · Academy Asset Management
Spencer H. Wilcox
CRD 5802885 · Named on Form ADV at one SEC-registered adviser
At a glance
Academy Asset Management, an SEC-registered asset manager based in New York, NY with $1.3 billion in regulatory assets, lists Spencer H. Wilcox on its Form ADV as Direct Owner, a control person.
Firms and roles
- Academy Asset ManagementDirect OwnerAsset manager · New York, NY · $1.3B in regulatory assets
AtlasMembers
Spencer’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ronald C. MimsChief Executive Officer; Direct Owner, Academy Asset Management
- Anthony R GrahamPresident, Chief Financial Officer; Direct Owner, Academy Asset Management
- Michael B. BoydChief Compliance Officer, Academy Asset Management
- Phil J. McConkeyDirect Owner, Academy Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Spencer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.