TA
Terry J. Adam
ACADEMY CAPITAL MANAGEMENT
WACO, TX 76710
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CRD#: 2137572
TA
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joel Adam | Terry Adam
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.
CRS (Client Relationship Summary) - RIA
Click below to view Terry Joel Adam's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 8, 2005 - Present
ACADEMY CAPITAL MANAGEMENT
Office #1: 500 N Valleymills Suite 200, Waco, TX 76710RIA
CRD#: 105008
WACO, TX
Past
March 11, 2004 - December 31, 2004
ACADEMY CAPITAL MANAGEMENT
RIA
CRD#: 105008
WACO, TX
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 - (11/16/1987 Approved)North Carolina
Registered Investment Advisory firm - (2/26/2020 Terminated)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.Highlighted states indicate IAR registrations
IAR
Texas(9/8/2005)
Current Firm
AC
ACADEMY CAPITAL MANAGEMENT
ACADEMY CAPITAL MANAGEMENT
CRD#: 105008 / SEC#: 801-27836
RIA
Registered Investment Advisory firm - (11/16/1987 Approved)North Carolina
Registered Investment Advisory firm - (2/26/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 N Valley Mills Dr Ste #200, Waco, TX 76710
Mailing Address
Phone number
(254) 751-0555
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 970 |
| AUM (Assets Under Management) | $ 1,046,676,052 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
