Academy Asset Management

Academy Asset Management, LLC, operating as Academy Asset Management, is a New York-based investment management firm established in late 2021. The firm is 100% owned by service-disabled veterans and offers investment management services for separate account portfolio management, including discretionary management and sub-advisory services. Their investment strategies focus on fixed income securities, exchange-traded funds, mutual funds, and equity securities. As of February 28, 2025, the firm actively managed over $598 million in client assets. For fees, Academy Asset Management typically charges a percentage of assets under management, with fees ranging from 0.10% to 1.00% annually for separate account portfolio management. The firm may negotiate fees based on client-specific factors. They do not charge performance-based fees at present but may do so in the future. The firm acts as a fiduciary and has a Code of Ethics in place to ensure ethical business conduct. Clients have the option to grant the firm investment discretion, allowing Academy Asset Management to make investment decisions on their behalf without prior approval. The firm also has a Business Continuity Plan in place to ensure continuous operations in various emergency scenarios. Academy Asset Management maintains an information security program to protect client data and reduce the risk of breaches.