ADDICUS ADVISORY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $221.7M |
| Discretionary | $106.3M48% of AUM |
| Non-Discretionary | $115.4M |
| Client Accounts | 133 |
| Avg Account Size | $1.7M |
| Employees | 35 |
| Peak AUM | $274.8MDec 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $222M | 15.6% | +17.9% | +13.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $221.7M |
| Discretionary | $106.3M |
| Employees | 35 |
| Client Accounts | 133 |
| Client Range | 26-50 |
Contact & Location
Address
333 W. FRANKLIN STREET
TUPELO MS 38804
Phone
877-294-8658
Filing History
16 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$106M
48.0% of AUM
Non-Discretionary
$115M
52.0% of AUM
Disc. mix ▲ 2.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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