Academy Asset Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 10
- Avg AUM / client
- $129M
- Accounts
- 14
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $87.9M | 6.82% |
| Charitable organizations | Fewer than 5 clients | $4.2M | 0.33% |
| State or municipal government entities | Fewer than 5 clients | $787M | 61.1% |
| Corporations and other businesses | 9 | $409M | 31.7% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boyd, Michael, Bartow | Chief Compliance Officer | Dec 2021 (5y) | Less than 5% | |
| Graham, Anthony, R | President, Chief Financial Officer; Direct Owner | Dec 2021 (5y) | 10% – 25% | |
| Mims, Ronald, Chance | Chief Executive Officer; Direct Owner | Dec 2021 (5y) | 50% – 75% | |
| Mcconkey, Phil, Joseph | Direct Owner | May 2023 (3y) | 10% – 25% | |
| Wilcox, Spencer, Hamilton | Direct Owner | May 2023 (3y) | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $306M (24% of AUM) Feb 2026
- U.S. Bank $146M (11% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗