{
  "crd_number": 282244,
  "slug": "addicus-advisory-llc-tupelo-ms-282244",
  "primary_business_name": "ADDICUS ADVISORY, LLC",
  "legal_name": "ADDICUS ADVISORY, LLC",
  "dbas": [],
  "city": "Tupelo",
  "state": "MS",
  "country": "United States",
  "cbsa_code": "46180",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-09-27",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 221740527.0,
  "raum_discretionary": 106349364.0,
  "raum_non_discretionary": 115391163.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 35,
  "advisory_employees": 21,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 115391163.0,
      "count": 91
    },
    "pooled_investment_vehicles": {
      "raum": 106349364.0,
      "count": 42
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "MS",
    "NE",
    "TX"
  ],
  "websites": [
    "https://addicusadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282244",
  "city_as_filed": "TUPELO",
  "url": "https://advisorcensus.com/firm/addicus-advisory-llc-tupelo-ms-282244",
  "display_name": "Addicus Advisory, LLC",
  "summary": "Addicus Advisory, LLC is an SEC-registered investment advisory firm in Tupelo, MS, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Addicus Advisory, LLC (CRD 282244): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Addicus Advisory, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Addicus Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Addicus Advisory, LLC located?",
      "a": "Addicus Advisory, LLC's principal office is in Tupelo, MS, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Addicus Advisory, LLC registered with the SEC or a state?",
      "a": "Addicus Advisory, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 282244."
    },
    {
      "q": "How much does Addicus Advisory, LLC manage?",
      "a": "Addicus Advisory, LLC reports $221,740,527 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (48% discretionary)."
    },
    {
      "q": "How have Addicus Advisory, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Addicus Advisory, LLC: Regulatory assets under management: $118,500,000 in the October 2021 data and $221,740,527 in the October 2026 data, up 87%. Total employees: 32 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Addicus Advisory, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (91); pooled investment vehicles (other than investment companies and business development companies) (42)."
    },
    {
      "q": "Which custodians does Addicus Advisory, LLC use?",
      "a": "Addicus Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Addicus Advisory, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282244"
    },
    {
      "q": "What changed in Addicus Advisory, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 12 to 21. Regulatory assets under management went from $274,825,516 to $221,740,527 (-19%). Registered or notice-filed in NE."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 118500000.0,
      "total_employees": 32,
      "filing_date": "2021-08-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 146778952.0,
      "total_employees": 31,
      "filing_date": "2022-06-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 131560899.0,
      "total_employees": 31,
      "filing_date": "2023-04-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 270551694.0,
      "total_employees": 55,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 262684963.0,
      "total_employees": 23,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 221740527.0,
      "total_employees": 35,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 21.",
        "Regulatory assets under management went from $274,825,516 to $221,740,527 (-19%).",
        "Registered or notice-filed in NE."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CT, NY, TN."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/addicus-advisory-llc-tupelo-ms-282244.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 91,
      "fewer_than_5": false,
      "raum": 115391163.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 106349364.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282244",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}