SEC-Registered Investment Adviser
Addicus Advisory, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated June 30, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- September 27, 2021
- Principal office
- 333 W. Franklin Street, Tupelo, MS 38804
- Organized as
- Limited Liability Company, MS
- Fiscal year end
- March
- Other offices
- 1
- Website
- www.addicusadvisors.com
Scale
- Regulatory AUM
- $221.7M
- Discretionary / non-discretionary
- $106.3M / $115.4M
- Accounts
- 133
- Clients
- 116
- Employees
- 35, 21 in advisory roles
- Private funds advised
- 41
- Private fund gross assets
- $106.2M
- Fund types
- 39 real estate funds, 2 other private funds
- Funds with Form D records
- 14 issuers in AltStreet's ledger, $106.4M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, selection of other advisers and other advisory activities
- Compensated by
- a percentage of assets under management and fixed fees
- Client types
- high net worth individuals (91); pooled investment vehicles (42)
- Related persons include
- an accountant or accounting firm, an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (June 30, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.