Addicus Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tupelo, MS. Its latest Form ADV filing, dated December 12, 2025, reports $275M in regulatory assets under management, 23 employees, 1 office, and 181 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.7% of total clients.
Top client categories% of clientsClients
1
HNWI
74.7%
142
2
Pooled Investment Vehicles
25.3%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$275Mas of December 12, 2025
Discretionary47.5%
$130M
47% of total RAUM47.5%
Non-discretionary52.5%
$144M
53% of total RAUM52.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$275M
Total Accounts181
10Y AUM Change+$156M (+131.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee8:1
10Y Employee Change-9 (-28.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.