# Academy Asset Management

> 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.

- CRD: 319774
- Filed as: ACADEMY ASSET MANAGEMENT
- Legal name: Academy Asset Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319774
- AdvisorCensus page: https://advisorcensus.com/firm/academy-asset-management-new-york-ny-319774

## Quick answers

**How is Academy Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Academy Asset Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Academy Asset Management located?**
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).

**Is Academy Asset Management registered with the SEC or a state?**
Academy Asset Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319774.

**How much does Academy Asset Management manage?**
Academy Asset Management reports $1,287,479,045 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**How have Academy Asset Management's assets and staff changed since 2022?**
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.

**What types of clients does Academy Asset Management serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (9); investment companies (1).

**Which custodians does Academy Asset Management use?**
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.

**Does Academy Asset Management report any disciplinary disclosures?**
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

**What changed in Academy Asset Management's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- U.S. Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,287,479,045
- Discretionary: $1,282,275,303
- Non-discretionary: $5,203,742

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $87,863,218 |
| Charitable organizations | Fewer than 5 | $4,203,291 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $786,772,565 |
| Corporations or other businesses not listed above | 9 | $408,639,971 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 13 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, IL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Chicago, IL
- Del Mar, CA

### Websites listed on Form ADV (Item 1.I)
- academyassetmanagement.com
- academyetfs.com
- X @academyamgt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $25,000,000 | 3 | September 26, 2022 |
| October 2023 | $40,135,033 | 6 | August 3, 2023 |
| October 2024 | $163,537,979 | 11 | September 20, 2024 |
| October 2025 | $598,358,673 | 11 | July 9, 2025 |
| October 2026 | $1,287,479,045 | 13 | February 10, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $598,358,673 to $1,287,479,045 (+115%).
- Added an office in Del Mar, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Academy Asset Management (CRD 319774): Form ADV filing data as of October 2026.