Andrew B Adams
Advisor at Addicus Advisory, LLC — Tupelo, MS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
23 years
Location
Tupelo, MS 38804
Addicus Advisory, LLC
Supported
Total advisors
4Clients per advisor
23 LowAvg AUM per client
$1,268,035 HighHNW client ratio
100% Very HighAndrew Adams is a financial advisor with Addicus Advisory, LLC in Tupelo, MS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Addicus Advisory since 2015 and previously worked at Invest Financial Corp. Adams is involved in managing several affiliated entities, including family office services and private pooled investment vehicles. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm offers discretionary and non-discretionary portfolio management, model portfolio implementation, and selection and oversight of third-party money managers, tailoring investment strategies to clients’ objectives and risk tolerance.
Based on Addicus Advisory, LLC
Based on Addicus Advisory, LLC
Financial planning and consulting services fees range from $2,500 to $75,000, negotiable.
$0 - $3,000,000: 1.45% $3,000,001 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.85% $25,000,001+: 0.75%
Insurance commissions earned by affiliated insurance agents for selling insurance products, separate from advisory fees.
Performance-based fees charged only by affiliated private funds, generally up to 20% of profits exceeding a watermark.
Tupelo, MS
333 W. Franklin Street
Tupelo MS 38804
Advisors at this office
4
Mississippi
23 years of industry experience
Addicus Advisory, LLC
2015 - Present • 11 years
Oxford, MS
Addicus Risk Management, Llc
2012 - Present • 14 years
Tupelo, MS
Invest Financial Corp.
2011 - 2016 • 5 years
Oxford, MS
Addicus, LLC
2011 - Present • 15 years
Oxford, MS
Next Financial Group, Inc.
2007 - 2011 • 4 years
Calton & Associates, Inc.
2006 - 2007 • 1 year
New England Securities
2004 - 2006 • 2 years
Memphis, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)