Addicus Advisory, LLC

Overview

Addicus Advisory, LLC is an SEC registered investment adviser based in Tupelo, MS, registered since 2016. It reports $222M in assets under management across 133 accounts, with 35 employees. It has 4 investment adviser representatives.

Reported AUM

$222M

Discretionary

48%

Accounts

133

Average account

$1.7M

Employees

35

Advisory reps

4

Registered since

2016

Jurisdictions

4

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Andrew B Adams Chief Executive Officer, Managing Partner CRD 4594963
• Stephen Davis Miles Chief Compliance Officer, Managing Director CRD 3256437

Advisory reps 3 of 4

• Andrew B Adams Insurance Agent · Investment Adviser Rep CRD 4594963
• Ryan Seth Kelly Investment Adviser Rep CRD 6384291
• Stephen Davis Miles Insurance Agent · Investment Adviser Rep CRD 3256437

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

333 W Franklin St
Tupelo, MS 38804

County

Lee

Metro area

Tupelo, MS

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: addicusadvisors.com

Every state, with registration dates

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