Data / Investment advisers / Tennessee / Additive Advisory PBC
Additive Advisory PBC, Memphis, TN: $141 million AUM, SEC registered investment adviser
Additive Advisory PBC is an SEC registered investment adviser with its main office in Memphis, Tennessee and reports $141 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 283979
- SEC file number
- 801-107878
- SEC status
- Approved, effective June 2, 2016
- Main office
- 5100 Poplar Avenue Suite 3100, Memphis, TN 38137
- Phone
- (901) 498-6653
- Regulatory AUM
- $140,930,286 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $97,610,000
- Non discretionary AUM
- $43,320,286
- Accounts
- 2
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $97,610,000
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 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 |
|---|---|---|
| Pooled investment vehicles | 1 | $97.6 million |
| Corporations or other businesses | 1 | $43.3 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 |
|---|---|---|
| February 2, 2026 | $140.9 million | January 26, 2026 |
| December 1, 2025 | $106.8 million | March 27, 2025 |
Other advisers in Memphis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blong Financial | Memphis | $202 million | Not listed | adviserinfo.sec.gov |
| Strategic Advisory Services | Memphis | $201.2 million | Not listed | adviserinfo.sec.gov |
| Frazee Investment Consulting, Inc. | Memphis | $195.5 million | Not listed | adviserinfo.sec.gov |
| Preserver Partners | Memphis | $175.7 million | 1 | adviserinfo.sec.gov |
| RBG Wealth Advisors LLC | Memphis | $154.8 million | Not listed | adviserinfo.sec.gov |
| Pope Asset Management, LLC | Memphis | $114.8 million | Not listed | adviserinfo.sec.gov |
| Dorian Investment Advisory LLC | Memphis | $102.6 million | Not listed | adviserinfo.sec.gov |
| B. Riley Wealth Private Shares | Memphis | $47.6 million | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Memphis, TN
- Investment advisers in Tennessee
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Additive Advisory PBC 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.