Service Academy Capital Management LLC

Service Academy Capital Management LLC (CRD# 226628) is a financial advisory firm headquartered in , . They manage $280,529,197 in 122 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
https://www.sacmgt.com
By the Numbers
  • Total Assets Under Management
    281
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $2,299,420
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, NM, NY, TX

Financial Advisors at Service Academy Capital Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Scott Phillips, financial advisor Dallas TX
Scott W. Phillips
CRD#: 1156373
Dallas, TX

Scott Phillips (CRD# 1156373) is an Investment Advisor Representative working at Service Academy Capital Management LLC in Dallas, TX and has over 41 years of experience in the finance industry.

2
Brian Sears, financial advisor Dallas TX
Brian S. Sears
CRD#: 2647229
Dallas, TX

Brian Sears (CRD# 2647229) is an Investment Advisor Representative working at Service Academy Capital Management LLC in Dallas, TX and has over 26 years of experience in the finance industry.

3
John Brittingham, financial advisor Dallas TX
John B. Brittingham
CRD#: 7378547
Dallas, TX

John Brittingham (CRD# 7378547) is an Investment Advisor Representative working at Service Academy Capital Management LLC in Dallas, TX and has 1 year of experience in the finance industry.

4
Ian Richards, financial advisor Dallas TX
Ian Richards
CRD#: 7470531
Dallas, TX

Ian Richards (CRD# 7470531) is an Investment Advisor Representative working at Service Academy Capital Management LLC in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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