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TA

Terry Joel Adam

CFA

ACADEMY CAPITAL MANAGEMENT

WACO, TX

·CRD# 2137572·35 years experience

Professional Summary

Terry Joel Adam, CFA, who also goes by Joel Adam, Terry Adam, is a registered financial advisor currently at ACADEMY CAPITAL MANAGEMENT located in Waco, Texas. Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Terry has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Joel Adam, Terry Adam

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFA

Chartered Financial Analyst

Years of Experience

35 years in the financial services industry

Current & Past Employments

ACADEMY CAPITAL MANAGEMENT·CRD# 105008

RIA

500 N Valleymills Suite 200, Waco, TX 76710

September 8, 2005 - Present

ACADEMY CAPITAL MANAGEMENT·CRD# 105008

RIA

Waco, TX

March 11, 2004 - December 31, 2004

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Current Firm

AC

ACADEMY CAPITAL MANAGEMENT

ACADEMY CAPITAL MANAGEMENT

CRD#: 105008 / SEC#: 801-27836

RIA

Registered Investment Advisory firm - SEC (11/16/1987 Approved)

North Carolina

Registered Investment Advisory firm - North Carolina (2/26/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

500 N Valley Mills Dr Ste #200, Waco, TX 76710

Phone Number

(254) 751-0555

# of Employees

9

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 12-31-25 (3/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

996

AUM (Assets Under Management)

$1,158,602,375

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BUSINESS 1 JAJR llC Not investment related, the address is 565 Lost Hunters Canyon China Spring, TX 76633, the business operates a car wash, I am the owner manager, start date is 12-31-2015, approximately one hour per month, no hours during market hours, my duty is to keep the books. Business 2 TJA-LC Ranch Ltd. Not investment related, the address is 565 Lost Hunters Canyon China Spring, TX 76633, the nature of the business is real estate and outdoor services and I am the owner manager, start date is 12/31/1991, I devote 15 hours per month of which zero are during market hours, I run the farm and ranch, manage real estate activities and manage the security portfolio Business 3 M&A Ltd. Not investment related, the address is 565 Lost Hunters Canyon China Spring, TX 76633, the nature of the business is real estate and I am the manager. Start date is 12-31-2002, I devote 2 hours per month and zero during market hours, I manage a building in Houston Texas.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AC

ACADEMY CAPITAL MANAGEMENT

ACADEMY CAPITAL MANAGEMENT

CRD#: 105008 / SEC#: 801-27836

RIA

Registered Investment Advisory firm - SEC (11/16/1987 Approved)

North Carolina

Registered Investment Advisory firm - North Carolina (2/26/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Texas
(9/8/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 1991About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Terry Joel Adam's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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