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ADDICUS ADVISORY, LLC

TUPELO, MS · CRD 282244 · IAPD ↗ · addicusadvisors.com · 877-294-8658

$221.7MRegulatory AUM
21Advisory reps
35Employees
116Clients
26-50Planning clients
41Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — ADDICUS ADVISORY, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
July 2026 — ADDICUS ADVISORY, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
74
July 2026 — ADDICUS ADVISORY, LLC grew from 12 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — ADDICUS ADVISORY, LLC grew from 5 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
April 2024 — ADDICUS ADVISORY, LLC changed its website from weareaddicus.com to addicusadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2024 — ADDICUS ADVISORY, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2024 — ADDICUS ADVISORY, LLC now reports custody of client assets ($121.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — ADDICUS ADVISORY, LLC reported RAUM up 106% ($131.6M -> $270.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.