Investment adviser · CRD 282244
ADDICUS ADVISORY, LLC
Investment adviser filing (IA)
TUPELO, MS, United States · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $222M Form ADV · Item 5.F
- Client accounts
- 133 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 91 | $115,391,163 | 52.0% |
| Pooled investment vehicles | 42 | $106,349,364 | 48.0% |
Filing source
Form ADV 2107192 · Jun 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
50+ Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
Browse the first 49 funds across 7 pages.
CYPRESS VIEUX INVESTORS, LLCReal Estate Fund · Last reported Jun 30, 2026$14MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
WEAVER
PCAOB 410
Fund details & source
- Fund ID
- 805-1987010239
- Reported beneficial owners
- 41
- Minimum commitment
- $250K
- Form D file number
- 021-514068
Form ADV 2107192 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AMBLING INVESTMENTS III, LLCReal Estate Fund · Last reported Jun 30, 2026$11.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
LBMC
PCAOB 450
Fund details & source
- Fund ID
- 805-2675576126
- Reported beneficial owners
- 60
- Minimum commitment
- $100K
- Form D file number
- 021-407066
Form ADV 2107192 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MYSA HOSPITALITY FUND, LLCReal Estate Fund · Last reported Jun 30, 2026$10.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
WINDHAM BRANNON, LLC
PCAOB 617
Fund details & source
- Fund ID
- 805-3311456760
- Reported beneficial owners
- 31
- Minimum commitment
- $50K
- Form D file number
- 021-407066
Form ADV 2107192 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PRIME PROPERTIES FUND I, LLCReal Estate Fund · Last reported Jun 30, 2026$9.65MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
WINDHAM BRANNON, LLC
PCAOB 617
Fund details & source
- Fund ID
- 805-2119958329
- Reported beneficial owners
- 25
- Minimum commitment
- $250K
- Form D file number
- 021-422189
Form ADV 2107192 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
222 LOYOLA INVESTORS QOF, LLCReal Estate Fund · Last reported Jun 30, 2026$7.15MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
WINDHAM BRANNON, LLC
PCAOB 617
Fund details & source
- Fund ID
- 805-6957062971
- Reported beneficial owners
- 29
- Minimum commitment
- $50K
- Form D file number
- 021-407066
Form ADV 2107192 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GENYSIS VENTURE FUND, LLCReal Estate Fund · Last reported Jun 30, 2026$6.74MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
MARCUM
PCAOB 688
Fund details & source
- Fund ID
- 805-6688989316
- Reported beneficial owners
- 13
- Minimum commitment
- $250K
- Form D file number
- 021-407066
Form ADV 2107192 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AMBLING INVESTMENTS II, LLCReal Estate Fund · Last reported Jun 30, 2026$6.18MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
LBMC
PCAOB 450
Fund details & source
- Fund ID
- 805-2573838923
- Reported beneficial owners
- 35
- Minimum commitment
- $100K
- Form D file number
- 021-407066
Form ADV 2107192 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
333 W. FRANKLIN STREETTUPELO, MS, 38804, United States
CRD 282244
Filing source
Form ADV 2107192 · Jun 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.