ADDICUS ADVISORY, LLC

Overview

Addicus Advisory, LLC is an independent registered investment adviser organized as a limited liability company. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, and it also selects and allocates to third-party managers. Its fee model combines a percentage of assets under management with fixed fees. Addicus positions itself as a capital allocator: it runs sponsored pooled vehicles and acts as sponsor, general partner, or managing member on private funds while also directing client capital to outside alternative managers. Investment activity leans toward pooled public funds for core exposures and private funds for concentrated alternative allocations. The firm is not an active ESG investor and does not present as a pension consultant or a multi-state adviser. Advisory services center on bespoke planning and fiduciary portfolio oversight, with discretionary and non-discretionary mandates across a mostly individual and family client base alongside some institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices