A complete list of active advisors currently associated with Addicus Advisory, LLC

Warmer can help you find a great advisor at Addicus Advisory, LLC or one who fits your needs even better.

Addicus Advisory serves individuals and high‑net‑worth clients as well as corporations, business entities, and affiliated private pooled investment vehicles; the firm reports roughly $275 million in assets under management and a 12‑advisor team. Its service lineup includes portfolio management (both discretionary and non‑discretionary), financial planning, financial consulting, and selection and oversight of third‑party money managers. The firm tailors advice to each client and implements strategies using customized portfolios, model portfolios, sub‑advisers, and periodic rebalancing, with monitoring performed on an ongoing basis. A larger portion of the firm’s client assets are managed on a non‑discretionary basis rather than discretionary, so many clients retain approval authority before trades are executed — a practice that differs from the majority of multi‑team peers. Addicus maintains a broad set of affiliations that shape its business model: it acts as adviser to numerous affiliated private funds and related management companies, is affiliated with an insurance entity, and is connected to a multi‑family office; the firm discloses that clients may be solicited to invest in affiliated funds and that affiliated persons may invest alongside those funds. These intertwined advisory and affiliated‑entity relationships, coupled with the presence of commissionable insurance activity among its representatives, are distinguishing features the brochure highlights and which the firm says it addresses through disclosure and internal policies.

To learn more about the advisors currently working at Addicus Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.