# Additive Advisory PBC

> Additive Advisory PBC is an SEC-registered investment advisory firm in Memphis, TN, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 283979
- Filed as: ADDITIVE ADVISORY PBC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283979
- AdvisorCensus page: https://advisorcensus.com/firm/additive-advisory-pbc-memphis-tn-283979

## Quick answers

**How is Additive Advisory PBC compensated?**
On its Form ADV (Item 5.E, October 2026), Additive Advisory PBC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Additive Advisory PBC located?**
Additive Advisory PBC's principal office is in Memphis, TN, according to its Form ADV.

**Is Additive Advisory PBC registered with the SEC or a state?**
Additive Advisory PBC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283979.

**How much does Additive Advisory PBC manage?**
Additive Advisory PBC reports $140,930,286 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (69% discretionary).

**How have Additive Advisory PBC's assets and staff changed since 2021?**
In the Form ADV data for Additive Advisory PBC: Regulatory assets under management: $200,304,360 in the October 2021 data and $140,930,286 in the October 2026 data, down 30%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Additive Advisory PBC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); corporations or other businesses not listed above (1).

**Which custodians does Additive Advisory PBC use?**
Additive Advisory PBC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Additive Advisory PBC 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/283979

**What changed in Additive Advisory PBC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $106,836,935 to $140,930,286 (+32%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

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: $140,930,286
- Discretionary: $97,610,000
- Non-discretionary: $43,320,286

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $97,610,000 |
| Corporations or other businesses not listed above | 1 | $43,320,286 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- additivepbc.com
- LinkedIn @additive-advisory-and-capital-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $200,304,360 | 5 | March 23, 2021 |
| October 2022 | $151,605,045 | 4 | March 18, 2022 |
| October 2023 | $123,229,677 | 4 | March 27, 2023 |
| October 2024 | $100,955,735 | 4 | July 25, 2024 |
| October 2025 | $106,836,935 | 4 | March 27, 2025 |
| October 2026 | $140,930,286 | 3 | March 23, 2026 |

Regulatory assets under management: $200,304,360 in the October 2021 data and $140,930,286 in the October 2026 data, down 30%.
Total employees: 5 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $106,836,935 to $140,930,286 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Additive Advisory PBC (CRD 283979): Form ADV filing data as of October 2026.