A complete list of active advisors currently associated with Addicus Advisory, LLC

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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.

To learn more about the advisors currently working at Addicus Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.