Addicus Advisory, LLC
Addicus Advisory, LLC is an SEC-registered wealth manager in Tupelo, MS with $221.7M assets under management (AUM, regulatory AUM), -16% over one year. See who owns Addicus Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282244, SEC 801-122401, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $221.7M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- Tupelo, MS
- Employees
- 35
- Clients
- 133
- CRD
- 282244
- Ownership
- ADAMS, ANDREW, B; ADDICUS HOLDINGS LLC; MILES, STEPHEN, DAVIS; DYNAMIC BUSINESS STRATEGIES, INC.; INTEGRATED SERVICES GROUP, INC.
How much AUM does Addicus Advisory, LLC have?
Addicus Advisory, LLC reported $221.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Addicus Advisory, LLC?
Disclosed owners and executives of Addicus Advisory, LLC include ADAMS, ANDREW, B, ADDICUS HOLDINGS LLC, MILES, STEPHEN, DAVIS, DYNAMIC BUSINESS STRATEGIES, INC., INTEGRATED SERVICES GROUP, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.