Terry Joel Adam
Investment adviser representative at Academy Capital Management
36 yearsExperience
1 stateRegistered in
CFADesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
36 years in the industry.
- Academy Capital ManagementJan 1990 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1991
State registrations
Registered as an investment adviser representative in 1 state (TX).
Academy Capital Management
$1.2BAssets managed
996Clients
6Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2137572
- Firm CRD
- 105008