Data / Investment advisers / Mississippi / Addicus Advisory, LLC
Addicus Advisory, LLC, Tupelo, MS: $222 million AUM, SEC registered investment adviser
Addicus Advisory, LLC is an SEC registered investment adviser with its main office in Tupelo, Mississippi and reports $222 million in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and fixed fees. It advises 41 private funds.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 282244
- SEC file number
- 801-122401
- SEC status
- Approved, effective September 27, 2021
- Main office
- 333 W. Franklin Street, Tupelo, MS 38804
- Phone
- (877) 294-8658
- Website
- addicusadvisors.com
- Regulatory AUM
- $221,740,527 in the Form ADV filed June 30, 2026
- Discretionary AUM
- $106,349,364
- Non discretionary AUM
- $115,391,163
- Accounts
- 133
- Employees
- 35, of which 21 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 41: 39 real estate funds, 2 other private funds
- Gross assets of private funds
- $106,211,475
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 91 | $115.4 million |
| Pooled investment vehicles | 42 | $106.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $221.7 million | June 30, 2026 |
| January 2, 2026 | $274.8 million | December 12, 2025 |
| December 1, 2025 | $262.7 million | March 31, 2025 |
Other advisers in Mississippi
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Optimum Financial Services, LLC | Jackson | $300.2 million | Not listed | adviserinfo.sec.gov |
| Bankplus Wealth Advisors | Jackson | $263.8 million | Not listed | adviserinfo.sec.gov |
| Simplified Wealth Management | Hattiesburg | $225.5 million | Not listed | adviserinfo.sec.gov |
| Inman Jager Wealth Management, LLC | Hattiesburg | $225 million | Not listed | adviserinfo.sec.gov |
| Easley Investment Consultants, Inc. | Ridgeland | $223.8 million | Not listed | adviserinfo.sec.gov |
| Sound Financial Strategies Group, LLC | Madison | $217.7 million | Not listed | adviserinfo.sec.gov |
| Trueline Wealth Group, LLC | Hattiesburg | $170.1 million | Not listed | adviserinfo.sec.gov |
| Davenport Watts & Drake Investment Advisors, LLC | Ridgeland | $157.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mississippi
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Addicus Advisory, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.