Addicus Advisory, LLC

Overview

Addicus Advisory, LLC became SEC registered on September 27, 2021, under CRD 282244 and SEC file number 801 122401.¹ The directory record lists one principal office, one other office, and 35 employees as of June 30, 2026.² Its latest Form ADV filing date in the directory record is June 30, 2026.²

History

The directory record gives the firm’s founding year as 2011.² SEC registration became effective on September 27, 2021.¹ The supplied website address, weareaddicus.com, currently redirects to addicusadvisors.com.⁴

Timeline

1. 2011The directory record gives the firm’s founding year as 2011.
2. 2021Addicus Advisory, LLC became SEC registered on September 27, 2021, under CRD 282244 and SEC file number 801 122401.
3. 2026The directory record lists one principal office, one other office, and 35 employees as of June 30, 2026.

Leadership

A FINRA BrokerCheck record lists Stephen Davis Miles in connection with Addicus Advisory, LLC and shows an Addicus role beginning February 1, 2016.⁵ The current title and responsibility were not independently verified from the firm website.⁵

Services

Reported advisory services include financial planning, portfolio management for individuals and small businesses, and selecting other advisers.² The firm’s website describes planning work involving business structure, taxes, estate planning, real estate, deal structuring, and succession.³ Its website messaging emphasizes coordinating advisers around one integrated plan for client goals.³

The firm’s Form CRS describes discretionary investment management, under which it obtains authority to buy and sell investments in client accounts.⁶ It also describes non discretionary investment management, under which clients decide whether to implement recommendations.⁶ Investment advice may cover various investment types without limitation to a specific product or investment category.⁶

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Private and alternative investments

Client focus

The directory record identifies high net worth individuals as 91 clients with $115,391,163 in assets as of June 30, 2026.² It identifies pooled vehicles as 42 clients with $106,349,364 in assets as of the same date.² Portfolio management is reported for individuals and small businesses.²

Investment philosophy and approach

The firm says it coordinates advisers around one integrated plan for client goals.³ Its Form CRS describes both discretionary and non discretionary investment management approaches.⁶

Assets and minimums

Regulatory assets under management were reported at $221,740,527 as of June 30, 2026.² The firm generally does not require a minimum dollar amount to open or maintain an advisory account, while reserving the right to terminate an account it considers too small to manage effectively.⁶

Portfolio management fees are asset based and payable monthly in arrears.⁶ Financial planning and consulting services are assessed a fixed fee, with up to 25 percent payable in advance and the balance billed monthly in arrears.⁶ Clients may pay third party adviser fees separately from Addicus Advisory’s fees.⁶

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Mississippi

  This Mississippi directory helps a family or business owner compare firms serving clients in the region. It can provide local context when considering Addicus Advisory, LLC for investment management, financial planning, tax planning, estate planning, or private and alternative investments.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related decisions. A reader considering Addicus Advisory, LLC can use these materials to prepare questions about estate planning and understand how those needs may connect with broader financial and tax planning.

• GuideHow to choose a multifamily office

  This guide outlines questions to ask when comparing a multifamily office or advisory firm. It can help a wealthy family or business owner assess services, client fit, investment approach, planning scope, and regional familiarity before contacting Addicus Advisory, LLC in Tupelo.

• GuideHow multifamily offices invest

  This page explains common ways multifamily offices allocate assets, including public markets, private investments, and other alternatives. Readers can use it to frame discussions with Addicus Advisory, LLC about investment management and how portfolio decisions may relate to financial, tax, and estate planning.

• Similar firmsAllium Financial Advisors, LLC
  Alpha Capital Family Office, LLC
  Anderson Growth Partners, LLC

  These profiles offer additional points of comparison for readers reviewing advisory firms on this site. Looking at Allium Financial Advisors, LLC, Alpha Capital Family Office, LLC, and Anderson Growth Partners, LLC may help a family or business owner clarify preferred services, geography, and client considerations before evaluating Addicus Advisory, LLC.

Sources

1. SEC IAPD firm summary , accessed October 23, 2026.
2. Directory SEC and IAPD merge, as of June 30, 2026.
3. Addicus Advisors website , accessed October 23, 2026.
4. Redirected site , accessed October 23, 2026.
5. FINRA BrokerCheck report , accessed October 23, 2026.
6. Form CRS , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.