Addicus Advisory, LLC

Addicus Advisory, LLC (CRD# 282244) is a financial advisory firm headquartered in Tupelo, MS. They manage $58,200,000 in 215 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $270,698
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, GA, MS, TN

Financial Advisors at Addicus Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew B. Adams
CRD#: 4594963
Oxford, MS 38855

Andrew Adams (CRD# 4594963) is an Investment Advisor Representative working at Addicus Advisory, LLC in Oxford, MS and has over 17 years of experience in the finance industry.

2
Matthew B. Applewhite
CRD#: 6452626
Tupelo, MS 38804

Matthew Applewhite (CRD# 6452626) is an Investment Advisor Representative working at Addicus Advisory, LLC in Tupelo, MS and has over 3 years of experience in the finance industry.

3
Stephen D. Miles
CRD#: 3256437
Tupelo, MS 38804

Stephen Miles (CRD# 3256437) is an Investment Advisor Representative working at Addicus Advisory, LLC in Tupelo, MS and has over 20 years of experience in the finance industry. Stephen Miles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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