Addicus Advisory, LLC

Addicus Advisory, LLC (CRD# 282244) is a financial advisory firm headquartered in Tupelo, MS. They manage $131,560,899 in 331 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $397,465
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, LA, MS, NY, TN, TX

Financial Advisors at Addicus Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew B. Adams
CRD#: 4594963
2694 West Oxford Loop, Oxford, MS 38855

Andrew Adams (CRD# 4594963) is an Investment Advisor Representative working at Addicus Advisory, LLC in Oxford, MS and has over 21 years of experience in the finance industry.

2
Stephen D. Miles
CRD#: 3256437
333 W. Franklin Street, Tupelo, MS 38804

Stephen Miles (CRD# 3256437) is an Investment Advisor Representative working at Addicus Advisory, LLC in Tupelo, MS and has over 24 years of experience in the finance industry.

3
Kevin G. Matson
CRD#: 2503989
Pound Ridge, NY

Kevin Matson (CRD# 2503989) is an Investment Advisor Representative working at Addicus Advisory, LLC in Pound Ridge, NY and has over 29 years of experience in the finance industry.

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