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Terry Joel Adam

ACADEMY CAPITAL MANAGEMENT·WACO, Texas
Series 65Clean record22 years registeredACADEMY CAPITAL MANAGEMENT
500 N VALLEY MILLS DR STE #200, WACO, TX 76710CRD# 2137572Firm CRD# 105008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terry Joel Adam · WACO, TX
Registration
CRD #2137572 · ACADEMY CAPITAL MANAGEMENT · 22 years registered
Brand Profile
Not yet started
01

Career History

ACADEMY CAPITAL MANAGEMENT
Sep 2005 – present
ACADEMY CAPITAL MANAGEMENT
Mar 2004 – Dec 2004
WACO, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 11, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACADEMY CAPITAL MANAGEMENT
CRD 105008 · SEC 801-27836
AUM
$896M
Regulatory assets under management
Employees
8
951 client accounts
Services offered by ACADEMY CAPITAL MANAGEMENT
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ACADEMY CAPITAL MANAGEMENT →
Introduction

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05

Frequently Asked Questions

What services does Terry Joel Adam offer?
Terry Joel Adam specializes in Investment Management. Contact their office in WACO, Texas for a consultation.
What are Terry Joel Adam's credentials?
Terry Joel Adam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Joel Adam located?
Terry Joel Adam is based in WACO, Texas, working with ACADEMY CAPITAL MANAGEMENT. Their office serves clients in the WACO metropolitan area and surrounding communities.
How does Terry Joel Adam charge for services?
Terry Joel Adam's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACADEMY CAPITAL MANAGEMENT?
ACADEMY CAPITAL MANAGEMENT has approximately 8 employees and manages $896M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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