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ADDICUS ADVISORY, LLC
CRD 282244File 801-122401
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$221.7M
Below cohort median (national)
Discretionary AUM
$106.3M
Non-discretionary $115.4M
Clients
133
133 accounts
Employees
35
Below cohort median in MS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 27, 2021
- Principal office
- 333 W. FRANKLIN STREET, TUPELO, MS, 38804
- Phone
- 877-294-8658
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $221.7M
- Discretionary AUM
- $106.3M
- Non-discretionary AUM
- $115.4M
- Discretionary accounts
- 42
- Non-discretionary accounts
- 91
- Total accounts
- 133
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 91 | $115.4M |
| Pooled investment vehicles | 42 | $106.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 23 | 35 | increased by12 |
| Jul 1, 2026 | Clients | 190 | 133 | decreased by57 |
| Jul 1, 2026 | AUM | $274,825,516 | $221,740,527 | decreased by$53,084,989 |
| Jul 1, 2026 | Accounts | 181 | 133 | decreased by48 |
| Jan 1, 2026 | AUM | $262,684,963 | $274,825,516 | increased by$12,140,553 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 23 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 252 | 190 | decreased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $146,778,952 | $262,684,963 | increased by$115,906,011 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 369 | 181 | decreased by188 |
| Apr 1, 2022 | Employees | 32 | 31 | decreased by1 |
| Apr 1, 2022 | Clients | 168 | 252 | increased by84 |
| Apr 1, 2022 | AUM | $118,500,000 | $146,778,952 | increased by$28,278,952 |
| Apr 1, 2022 | Accounts | 296 | 369 | increased by73 |
| Oct 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADDICUS ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADDICUS ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.