Andrew
Spross

Academy Capital Management

CRD#7223595
Investment Advisor
in Waco, TX

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About this Advisor

Andrew Spross is a financial advisor operating out of Waco, Texas with 3 years of industry experience. Spross is an advisor for Academy Capital Management. Their career trajectory has included roles at Spross Insurance Agency and School- Reicher High And Baylor. Spross has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Texas. Academy Capital Management is a company that has its headquarters in Waco, TX. It manages $657 million in total assets between its 940 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises 12 charitable organizations. Of its 940 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Academy Capital Management provides portfolio management for individuals and small businesses. A financial advisor's fee schedules usually depend on the financial services provided. Fees charged by Academy Capital Management most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

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

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Academy Capital Management Brokerage Details

Total Assets Under Management

$657,208,561

TX Average: $3,042,739,679
Total Number of Employees

9

TX Average: 49
Total Number of Accounts

940

TX Average: 2,315
Average Account Size

$699,158

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Andrew Spross Work History

Andrew has been registered as a financial advisor for 3 years.*

2014 - 2019 (5 years)

Spross Insurance Agency

2002 - 2014 (12 years)

School- Reicher High And Baylor

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Spross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Academy Capital Management

Charles Burns
Waco, TX
Jeremy Mocek
Waco, TX
Andrew Spross
Waco, TX
Robert Isbell
Waco, TX
Terry Adam
Waco, TX
Scott Granowski
Waco, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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