RIA Intel›Advisers›Texas›SERVICE ACADEMY CAPITAL MANAGEMENT LLC

SERVICE ACADEMY CAPITAL MANAGEMENT LLC

Advisory

N·DALLAS, TX

Data as of Jan 31, 2026 · Source: SEC Form ADV

Total AUM

$734M

1-Year AUM Growth

+59.1%

3-Year CAGR

+22.4%

Employees

5

Assets Under Management

Total AUM$734M

Discretionary AUM$669M

Non-Discretionary AUM$65M

Discretionary %91.1%

Total Clients60

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record20

First FilingMar 15, 2018

Latest FilingJan 31, 2026

🔒 Full AUM trend chart and 20 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SERVICE ACADEMY CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.