← Back to searchVisit website
ADDICUS ADVISORY, LLC
CRD 282244 · SEC 801-122401
333 W. FRANKLIN STREET, TUPELO, MS, 38804, United States
Phone
877-294-8658
Fax
888-398-3602
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$274.8M
Discretionary AUM
$130.4M
Team
23 total employees; 12 advisory reps; 22 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-12-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersADVISER SERVICES TO PRIVATE FUNDS AND ADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 142 | $144.4M |
| Pooled investment vehicles | 48 | $130.4M |
States served
LA, MS, TX
All web addresses on file
Official SEC filing: View on IAPD