ADDITIVE ADVISORY PBC

CRD 283979 · SEC 801-107878

5100 POPLAR AVENUE, SUITE 3100, MEMPHIS, TN, 38137, United States

Phone

901- 498- 6653

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$140.9M

Discretionary AUM

$97.6M

Team

3 total employees; 1 advisory reps

Clients

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Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

Services

Portfolio management (pooled vehicles)PROVIDE NON-DISCRETIONARY INVESTMENT ADVICE AND ANALYSIS TO CERTAIN CLIENTS

Type	Clients	AUM
Pooled investment vehicles	1	$97.6M
Corporations/business entities	1	$43.3M

Official SEC filing: View on IAPD