{
  "crd_number": 319774,
  "slug": "academy-asset-management-new-york-ny-319774",
  "primary_business_name": "ACADEMY ASSET MANAGEMENT",
  "legal_name": "ACADEMY ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-05-20",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-10",
  "carried_forward": false,
  "raum_total": 1287479045.0,
  "raum_discretionary": 1282275303.0,
  "raum_non_discretionary": 5203742.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4203291.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 786772565.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 87863218.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 408639971.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "IL",
    "NY"
  ],
  "websites": [
    "https://academyassetmanagement.com",
    "https://academyetfs.com",
    "https://x.com/academyamgt?s=11"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319774",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/academy-asset-management-new-york-ny-319774",
  "display_name": "Academy Asset Management",
  "summary": "Academy Asset Management is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 10, 2026.",
  "citation": "AdvisorCensus. Academy Asset Management (CRD 319774): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Academy Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Academy Asset Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Academy Asset Management located?",
      "a": "Academy Asset Management's principal office is in New York, NY, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Academy Asset Management registered with the SEC or a state?",
      "a": "Academy Asset Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319774."
    },
    {
      "q": "How much does Academy Asset Management manage?",
      "a": "Academy Asset Management reports $1,287,479,045 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Academy Asset Management's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Academy Asset Management: Regulatory assets under management: $25,000,000 in the October 2022 data and $1,287,479,045 in the October 2026 data, up 5050%. Total employees: 3 in October 2022 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Academy Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (9); investment companies (1)."
    },
    {
      "q": "Which custodians does Academy Asset Management use?",
      "a": "Academy Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon and U.S. Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Academy Asset Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319774"
    },
    {
      "q": "What changed in Academy Asset Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $598,358,673 to $1,287,479,045 (+115%). Added an office in Del Mar, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 25000000.0,
      "total_employees": 3,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 40135033.0,
      "total_employees": 6,
      "filing_date": "2023-08-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 163537979.0,
      "total_employees": 11,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 598358673.0,
      "total_employees": 11,
      "filing_date": "2025-07-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1287479045.0,
      "total_employees": 13,
      "filing_date": "2026-02-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $598,358,673 to $1,287,479,045 (+115%).",
        "Added an office in Del Mar, CA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "U.S. Bank",
      "name_as_filed": "U.S. BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/academy-asset-management-new-york-ny-319774.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 87863218.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 4203291.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 786772565.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 408639971.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319774",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}