A complete list of active advisors currently associated with Addison Asset Management, LLC

Warmer can help you find a great advisor at Addison Asset Management, LLC or one who fits your needs even better.

Addison Asset Management, LLC provides customized wealth management and portfolio management services for individual investors, including both high‑net‑worth and other individual clients. As of March 2026 the firm reported roughly $5.24 million in assets under management across 11 client relationships and uses client fact‑finders and multiple meetings to tailor recommendations. The firm builds asset‑allocation driven portfolios using NaviPlan Ibbotson software and manages accounts with active trading across publicly traded securities, alternative investments and variable annuities. Addison reports its managed assets are handled on a non‑discretionary basis, so it generally requires client approval for transactions and may retain third‑party managers for portions of client portfolios while monitoring the total allocation. A notable feature is that the firm’s managing member is a general partner and manager of a distressed real‑estate investment vehicle (Logan Ventures I, LLC) that the firm may recommend to suitable clients, which creates a potential conflict of interest because the manager receives compensation from those investments. Operationally, Addison relies on an institutional custody platform for brokerage and back‑office services, does not vote client securities, includes cash positions as an asset class in portfolio and fee considerations, and serves a very small client base, distinguishing its operational profile from many peers.

To learn more about the advisors currently working at Addison Asset Management, 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.