AA
ADDICUS ADVISORY, LLC
SEC RegisteredTUPELO, MShttps://addicusadvisors.com877-294-8658
Assets Under Management
$100M–$500M
Employees
23
Office Locations
3 offices
Total Accounts
181
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Services
Private funds / alternatives
Real Estate
Who they serve
| 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
Addicus Holdings Llc
MANAGING MEMBER
Stephen Davis Miles
CHIEF COMPLIANCE OFFICER / MANAGING DIRECTOR
Stephen Davis Miles
MEMBER
Andrew B Adams
MEMBER
Andrew B Adams
CEO / MANAGING PARTNER
Inc. Integrated Services Group
OWNER
Inc. Dynamic Business Strategies
OWNER
Office locations
3 offices in 1 state
MS
TUPELOHQ
MS
OXFORD
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#282244
SEC Number
801-122401
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
| 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
Website
addicusadvisors.comPhone
877-294-8658Find an advisor that fits
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Editorial disclosure
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.