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ADDITIVE ADVISORY PBC
CRD 283979File 801-107878
APPROVED
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$140.9M
Bottom 25% of cohort (national)
Discretionary AUM
$97.6M
Non-discretionary $43.3M
Clients
2
2 accounts
Employees
3
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 2, 2016
- Principal office
- 5100 POPLAR AVENUE, SUITE 3100, MEMPHIS, TN, 38137
- Phone
- 901- 498- 6653
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $140.9M
- Discretionary AUM
- $97.6M
- Non-discretionary AUM
- $43.3M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 1
- Total accounts
- 2
- AUM per client
- $70.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $43.3M |
| Pooled investment vehicles | 1 | $97.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.