SERVICE ACADEMY CAPITAL MANAGEMENT LLC
Adviser information for SERVICE ACADEMY CAPITAL MANAGEMENT LLC last updated from Form ADV on January 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 205 | $497.3M |
| Non-Discretionary | 3 | $40.0M |
| Total | 208 | $537.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 16 | $7.5M |
| HNW Individuals | 35 | $489.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $40.0M |
| Charitable organizations | <5 | $450,000 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-112843 |
|---|---|
| SEC ERA File Number | 801-112843 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 226628 |
| Legal Entity Identifier | None |
Principal Office
3838 OAK LAWN AVESUITE 1000
DALLAS
TX
United States
Monday - Friday, 8AM-4PM
Tel: 4248354147, Fax: None
Chief Compliance Officer
JEFFREY FRITTS
CHIEF COMPLIANCE OFFICER
3838 OAK LAWN AVE
SUITE 1000
DALLAS
TX
United States
Tel:
4248354147
J***@*********M
(Full email address available in API data)
Regulatory Contact
BRIAN S SEARS
FOUNDER AND CHIEF EXECUTIVE OFFICER
3838 OAK LAWN SUITE 1000
DALLAS
TX
United States
Tel:
4248354147
B****@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SEARS, BRIAN, STEPHEN | Individual | – | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | 03/2015 | > 75% |