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Chief Compliance Officer / Managing Director · Addicus Advisory, LLC

Stephen D. Miles

CRD 3256437 · Named on Form ADV at one SEC-registered adviser

At a glance

Addicus Advisory, LLC, an SEC-registered wealth manager based in Tupelo, MS with $222 million in regulatory assets, lists Stephen D. Miles on its Form ADV as Chief Compliance Officer / Managing Director, a control person.

Firms and roles

  • Addicus Advisory, LLCChief Compliance Officer / Managing DirectorWealth manager · Tupelo, MS · $222M in regulatory assets

AtlasMembers

Stephen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.