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 68.4% of total clients.
Top client categories% of clientsClients
1
HNWI
68.4%
91
2
Pooled Investment Vehicles
31.6%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of June 30, 2026
Discretionary48.0%
$106M
48% of total RAUM48.0%
Non-discretionary52.0%
$115M
52% of total RAUM52.0%
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$222M
Total Accounts133
10Y AUM Change+$103M (+87.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee4:1
10Y Employee Change+3 (+9.4%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.