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Ryan Kelly

Advisor at Addicus Advisory, LLC

Updated today

Location

Tupelo, MS 38804

Credentials

Series 65

Industry experience

1 year

About

Ryan Kelly is a financial advisor at Addicus Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has been with Addicus Advisory since 2015. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles. The firm offers portfolio management, financial planning, consulting, and third-party manager oversight, using tailored and model portfolios with ongoing monitoring. A significant portion of client assets are managed on a non-discretionary basis, allowing clients to retain approval authority before trades are executed.

Client services

Based on Addicus Advisory, LLC

Financial planning Portfolio management Selection of other advisers
Adviser services to private funds and advisory consulting services

Expertise

Based on Addicus Advisory, LLC

Wealth management Private / alternative investments Business sale tax planning Retirement income strategy

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Fee options

Fixed

Fixed fees for financial planning and consulting services range from $2,500 to $75,000, negotiable.

Percentage

$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%

Commissions

Insurance commissions earned by affiliated insurance agents are separate and in addition to advisory fees.

Performance-based

Performance-based fees charged only by affiliated private pooled investment vehicles (Funds), generally up to 20% of annual gross profits exceeding a watermark, available only to qualified clients.

Other

Account minimum: No minimum dollar amount required to open and maintain an advisory account; however, firm may terminate accounts deemed too small to manage effectively.

Location

333 W. Franklin Street

Tupelo, MS 38804

Most active in

Mississippi

Work history

Addicus Advisory, LLC

2017 - Present (9 years)

Addicus Advisory, LLC

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Samuel W

Series 65

Tupelo, MS

Addicus Advisory, LLC

Samuel Webb is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, holding a Series 65 designation with one year of industry experience. Prior to joining Addicus Advisory in 2023, he worked at Fiserv from 2018 to 2022. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm offers portfolio management, financial planning, consulting, and third-party manager oversight, using a mix of discretionary and non-discretionary strategies tailored to client needs.

Wealth management Private / alternative investments Business sale tax planning Retirement income strategy
user avatar

Andrew A

Series 63, Series 65

Tupelo, MS

Addicus Advisory, LLC

Andrew Adams is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Addicus Advisory since 2015. Adams is involved in several business ventures, including serving as president of ABA Marketing, Inc., a marketing services company supporting Addicus Holdings and its subsidiaries. Addicus Advisory serves individuals, high-net-worth clients, corporations, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm offers portfolio management, financial planning, and consulting, emphasizing customized strategies and ongoing monitoring, with a notable portion of assets managed on a non-discretionary basis.

Wealth management Private / alternative investments Business sale tax planning Retirement income strategy
user avatar

Stephen M

CFP®, ChFC®, Series 63

Tupelo, MS

Addicus Advisory, LLC

Stephen Miles is a financial advisor with Addicus Advisory, LLC in Tupelo, MS. He holds the CFP® and ChFC® designations and has 26 years of industry experience. Prior to joining Addicus Advisory in 2015, he worked at INVEST Financial Corp. from 2011 to 2016. Outside of his advisory work, he is involved in the sale and transfer of custom firearms through Metal Gear LLC. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm provides portfolio management, financial planning, and consulting services, tailoring advice and strategies to clients with an emphasis on non-discretionary management and ongoing monitoring.

Wealth management Private / alternative investments Business sale tax planning Retirement income strategy
user avatar

Anthony S

Series 65

Tupelo, MS

Hardy Reed, LLC

Anthony Savage is a financial advisor at Hardy Reed, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously in renovation services and response services. Hardy Reed provides financial planning, wealth management, and investment management to individuals, trusts, estates, and institutional clients. The firm uses a customized financial planning process with a focus on fundamental analysis and long-term strategies, and offers fiduciary services, pension consulting, and both discretionary and nondiscretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired
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Steven Paul H

Series 65

Tupelo, MS

Hardy Reed, LLC

Steven Paul Hyland is a financial advisor at Hardy Reed, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory work, he is a limited partner in a farming operation in Vicksburg, Mississippi. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and institutional clients. The firm employs a process centered on customized financial plans and long-term strategies, offering both discretionary portfolio management and nondiscretionary advice.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

George R

Series 63, Series 65

Tupelo, MS

Hardy Reed, LLC

George Reed is a financial advisor with Hardy Reed, LLC in Tupelo, MS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Hardy Reed since 2011. Outside of his advisory role, Reed serves on the boards of several local businesses, including as Treasurer for RW Reed Co. and Chairman of the Board for Stonewater Adolescent Recovery Center. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and various institutional clients. The firm employs a customized financial planning process with a focus on fundamental analysis and long-term strategies, managing assets through mutual funds, ETFs, and separately managed accounts.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired
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