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Addicus Advisory, LLC

Addicus Advisory, LLC. CRD 282244

Addicus Advisory, LLC logo

CRD: 282244

Addicus Advisory, LLC

Tupelo, MS, 38804
8772948658
addicusadvisors.com
$274.8M Total AUM
$130.4M Disc. AUM
22.6% 3Y CAGR
23 Employees
212 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
--
Established Date
12-06-2016
Office Locations
3

Office Locations

2694 West Oxford Loop Oxford MS
333 W. Franklin Street Tupelo MS
406 Enterprise Drive Oxford MS

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.

Team overview

46 AVG AGE
$22.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.5 yrs AVG TENURE
23 Employees
12 Advisory Reps
5 RIA Reps
9yrs Firm Age

Insights

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Accredited Investors

Glacier

Asset Classes

Pioneer peak Momentum matrix Capital vertex Vertex Wave Optima fusion

Client Personas

Legacy Catalyst Bridge

CRM

Frontier

Custodian

Meridian capital

Investment Themes

Atlas Pioneer

Investment Vehicles

Capital Catalyst

Platform

Momentum meridian

Services

Prime element Pathway beacon Peak timber North frontier Value timber Alpha Ember Optima alpha

Owner & Executives

ANDREW B ADAMS

ANDREW B ADAMS

Chief Executive Officer, Managing Partner

CRD
#4594963
Ownership
Less than 5%
(566) 318-5479
foundation.beacon@horizoncapital.com
in linkedin.com/in/signal-wave
STEPHEN DAVIS MILES

STEPHEN DAVIS MILES

Chief Compliance Officer, MANAGING DIRECTOR

CRD
#3256437
Ownership
Less than 5%
(922) 506-8316
eagle.summit@elementcapital.com
in linkedin.com/in/vital-delta

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Contacts

R

RYAN SETH KELLY

--

CRD
#6384291
(224) 581-3703
prime.zenith@fusioncapital.com
in linkedin.com/in/foundation-meridian
S

Samuel Hardage Webb

--

CRD
#8039125
(344) 488-3203
eagle.oak@beaconcapital.com
in linkedin.com/in/north-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-31-2021
11-02-2022
11-21-2023
03-29-2024
12-12-2025
Category Assets AVG. Account size
Discretionary $130,426,605 $3,344,272
Non-Discretionary $144,398,911 $1,016,894
Total $274,825,516 $1,518,373

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Separately Managed Accounts

Total SMA Asset: $144,398,911

$144.4M Total SMA
Public Funds:
25.3%
Equity - Exchange:
12.5%
U.S. Government/Agency:
8.9%
Cash:
8.2%
Corporate - Investment Grade:
16.5%
Corporate - Non-Investment Grade:
18.0%
Municipal Bonds:
10.6%
Asset class Assets Assets %
Public Funds $1,577,643,857 25.3%
Equity - Exchange $779,468,309 12.5%
U.S. Government/Agency $554,981,436 8.9%
Cash $511,331,211 8.2%
Corporate - Investment Grade $1,028,898,168 16.5%
Corporate - Non-Investment Grade $1,122,434,365 18.0%
Municipal Bonds $660,989,124 10.6%
Total $6,235,746,470 100.0%

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