Addicus Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$115,391,163
Clients
91
Advisors
4
of 35 employees
About
Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals — including high net worth clients — as well as corporations and business entities such as private funds, partnerships, and limited liability companies. Its services include discretionary and non‑discretionary portfolio management, model portfolio implementation, selection and oversight of third‑party money managers, and written financial plans.
The firm tailors investment strategies to each client's objectives and risk tolerance, drawing on model portfolios, sub‑advisers when appropriate, and methods such as fundamental analysis and modern portfolio theory while monitoring and rebalancing accounts on an ongoing basis. Addicus manages both discretionary and non‑discretionary assets and reports a slightly larger amount of assets under management on a non‑discretionary basis than on a discretionary basis.
Addicus is distinctive for its network of affiliated entities and its role with private pooled investment vehicles: it is affiliated with an insurance company (Addicus Risk Management, LLC), a multi‑family office (Addicus, LLC), and a tax entity (Addicus Tax, LLC), and serves as adviser or managing member to numerous affiliated private funds (for example, 222 Loyola Investors QOF, Ambling Investments, and Genysis Venture Fund). Those affiliations and fund relationships mean the firm may solicit clients to affiliated funds that charge performance‑based fees (the funds’ offering documents describe fee terms, including a typical performance allocation structure) and that some advisory personnel may receive insurance commissions, conflicts the brochure discloses and describes policies to manage.
Client services
Expertise
Fee options
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.
Main office
333 W. Franklin Street
Tupelo MS 38804
Advisors at this office
4
Most active in
Louisiana · Mississippi · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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. His prior work history includes roles at Fiserv and Mississippi College. Addicus Advisory provides tailored investment advisory, financial planning, and consulting services to individuals, corporations, and business entities, employing model portfolios, fundamental analysis, and modern portfolio theory to manage both discretionary and non-discretionary assets.
Ryan K
Series 65
Tupelo, MS
Addicus Advisory, LLC
Ryan Kelly is a Series 65-licensed financial advisor with Addicus Advisory, LLC, where he has worked since 2015. He has nine years of industry experience. 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 customizes investment strategies using model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory, while managing both discretionary and non-discretionary assets.
Andrew A
Series 63, Series 65
Tupelo, MS
Addicus Advisory, LLC
Andrew 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.
Stephen M
CFP®, ChFC®, Series 63
Tupelo, MS
Addicus Advisory, LLC
Stephen Miles is a CFP® and ChFC® with 26 years of experience in the financial industry. He is a principal at Addicus Advisory, LLC in Tupelo, MS, where he has worked since 2015. Miles has additional experience with related entities within the Addicus network and has involvement in private pooled investment vehicles. Outside of his advisory work, he is also the owner of a business that sells and transfers custom firearms to a select clientele. 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 customizes investment strategies based on client objectives and risk tolerance, employing model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory.
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