ADDICUS ADVISORY, LLC
SEC RegisteredThe Next Generation Family Office
About the firm
Addicus is a next-generation family office that grows and protects client wealth through an ecosystem of world-class services, financial expertise, and innovation. The firm designs Family Wealth Enterprises to grow and protect what clients have built while positioning them to profit from advantaged opportunities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Consulting, Private Equity, Risk Management, and Capital Advisors services, integrated to synergize business holdings, personal assets, and investments while identifying and mitigating risks and preserving legacy for future generations.
Who they serve
Wealth creators seeking a family office experience to grow and protect their accumulated wealth
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 142 | $144M |
| Pension/Profit Sharing Plans | 48 | $130M |
22 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $3,000,000 | 1.45% |
| $3,000,001 - $10,000,000 | 1.00% |
| $10,000,001 - $25,000,000 | 0.85% |
| $25,000,001 and above | 0.75% |
Data as of December 12, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADDICUS ADVISORY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.