President · Academy Capital Management
Terry J. Adam
CRD 2137572 · Named on Form ADV at one SEC-registered adviser
At a glance
Academy Capital Management, an SEC-registered wealth manager based in Waco, TX with $1.2 billion in regulatory assets, lists Terry J. Adam on its Form ADV as President, a control person.
Firms and roles
- Academy Capital ManagementPresidentWealth manager · Waco, TX · $1.2B in regulatory assets
AtlasMembers
Terry’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Scott M. GranowskiVice-President, Academy Capital Management
- Derek L. RichardsOPS Director CCO, Academy Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Terry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.