Addicus Advisory, LLC

Overview

Addicus Advisory, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm identifies itself as a capital allocator serving both individual/family and institutional clients. Its fee model includes asset-based fees and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Addicus reports affiliations with accountants and an insurance company, and it serves as a sponsor/GP/managing member of pooled investment vehicles. Addicus does not describe itself as an active ESG investor and is not positioned as a multi‑state adviser or pension consultant in its disclosures. Ownership is recorded as a mix of domestic entity and individual.

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