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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-06-2016
- Office Locations
- 4
Office Locations
About Addicus Advisory, LLC
Addicus Advisory provides family office-style advice for today’s wealth creators, integrating business holdings, personal assets, and investment portfolios. The team delivers consulting, private equity support, risk management, and capital advisory to help entrepreneurs and business owners grow, protect, and transition wealth across generations, with client accounts custodied through LPL Financial.
Reported data analysis
What the numbers show
Between December 12, 2025 and June 30, 2026, reported AUM decreased 19.3%, from $274.8M to $221.7M.
Across 5 reported observations, AUM increased 51.1% between November 2, 2022 and June 30, 2026, from $146.8M to $221.7M.
Of the latest reported AUM, 48.0% is discretionary and 52.0% is non-discretionary.
The firm reports 21 advisory representatives and 249 clients, or 11.9 clients per representative. That equates to $890.5K in reported AUM per client.
The profile lists 4 reported office locations and 9 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Addicus Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW B ADAMS
Chief Executive Officer, Managing Partner
- CRD
- #4594963
- Ownership
- Less than 5%
STEPHEN DAVIS MILES
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #3256437
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Andrew B. Adams
Partner, Chief Enterprise Architect
- CRD
- --
RYAN SETH KELLY
Relationships Manager
- CRD
- #6384291
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,349,364 | $2,532,128 |
| Non-Discretionary | $115,391,163 | $1,268,035 |
| Total | $221,740,527 | $1,667,222 |
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Separately Managed Accounts
SMA allocation detail is available
Addicus Advisory, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.