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ADDITIVE ADVISORY PBC

MEMPHIS, TN · CRD 283979 · IAPD ↗ · 901- 498- 6653

$140.9MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
February 2026 — ADDITIVE ADVISORY PBC reported RAUM up 32% ($106.8M -> $140.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — ADDITIVE ADVISORY AND CAPITAL, LLC is now doing business as ADDITIVE ADVISORY PBC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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