Addison Asset Management, LLC

Overview

Addison Asset Management, LLC is a small, client-focused advisory firm organized as a limited liability company and owned by an individual. The firm concentrates on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. Its filings indicate advisory relationships are run on a primarily non‑discretionary basis, meaning clients retain final decision authority on trades and allocations. Investment activity centers on public funds and mutual funds as the core building blocks of client portfolios, supplemented by allocations to externally managed real estate strategies and insurance products. The firm is not positioned as a multi-state or ESG-focused adviser and does not act as a capital allocator; it has acted as a sponsor of limited partnerships outside pooled investment vehicles, which aligns with its use of third‑party real estate managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices