# Addicus Advisory, LLC

> 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.

- CRD: 282244
- Filed as: ADDICUS ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tupelo, MS
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282244
- AdvisorCensus page: https://advisorcensus.com/firm/addicus-advisory-llc-tupelo-ms-282244

## Quick answers

**How is Addicus Advisory, LLC compensated?**
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).

**Where is Addicus Advisory, LLC located?**
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).

**Is Addicus Advisory, LLC registered with the SEC or a state?**
Addicus Advisory, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 282244.

**How much does Addicus Advisory, LLC manage?**
Addicus Advisory, LLC reports $221,740,527 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (48% discretionary).

**How have Addicus Advisory, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Addicus Advisory, LLC serve?**
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).

**Which custodians does Addicus Advisory, LLC use?**
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.

**Does Addicus Advisory, LLC report any disciplinary disclosures?**
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

**What changed in Addicus Advisory, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $221,740,527
- Discretionary: $106,349,364
- Non-discretionary: $115,391,163

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 91 | $115,391,163 |
| Pooled investment vehicles (other than investment companies and business development companies) | 42 | $106,349,364 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 35 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MS, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Oxford, MS

### Websites listed on Form ADV (Item 1.I)
- addicusadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,500,000 | 32 | August 31, 2021 |
| October 2022 | $146,778,952 | 31 | June 10, 2022 |
| October 2023 | $131,560,899 | 31 | April 26, 2023 |
| October 2024 | $270,551,694 | 55 | March 29, 2024 |
| October 2025 | $262,684,963 | 23 | March 31, 2025 |
| October 2026 | $221,740,527 | 35 | June 30, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- 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.

### January 2026
- No longer registered or notice-filed in CT, NY, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Addicus Advisory, LLC (CRD 282244): Form ADV filing data as of October 2026.