Alexander Robison

ADDICUS ADVISORY

Oxford, MS

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CRD#: 8018949

Professional summary

Alexander Robison, who also goes by Alex Robison, is a registered financial advisor currently at ADDICUS ADVISORY, LLC located in Oxford, Mississippi.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Alexander has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Robison

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Robison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 18, 2025 - Present

ADDICUS ADVISORY, LLC

RIA

CRD#: 282244

Oxford, MS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADDICUS ADVISORY, LLC

CRD#: 282244 / SEC#: 801-122401

RIA

Registered Investment Advisory firm - (9/27/2021 Approved)

Alabama

Registered Investment Advisory firm - (10/26/2021 Terminated)

Georgia

Registered Investment Advisory firm - (12/16/2021 Terminated)

Mississippi

Registered Investment Advisory firm - (10/26/2021 Terminated)

Missouri

Registered Investment Advisory firm - (10/26/2021 Terminated)

Tennessee

Registered Investment Advisory firm - (11/19/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Mississippi
(2/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/5/2024

Uniform Investment Adviser Law Examination

Current Firm

ADDICUS ADVISORY, LLC

CRD#: 282244 / SEC#: 801-122401

RIA

Registered Investment Advisory firm - (9/27/2021 Approved)

Alabama

Registered Investment Advisory firm - (10/26/2021 Terminated)

Georgia

Registered Investment Advisory firm - (12/16/2021 Terminated)

Mississippi

Registered Investment Advisory firm - (10/26/2021 Terminated)

Missouri

Registered Investment Advisory firm - (10/26/2021 Terminated)

Tennessee

Registered Investment Advisory firm - (11/19/2021 Terminated)

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Contact information

Main Address

333 W. Franklin Street, Tupelo, MS 38804

Mailing Address

Phone number

(877) 294-8658

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADDICUS ADVISORY, LLC ADV PART 2 DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	181
AUM (Assets Under Management)	$ 262,684,963

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Alexander Robison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Robison's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADDICUS ADVISORY, LLC

Primary Firm SEC Registration

ADDICUS ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2024

Current Firm

ADDICUS ADVISORY, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADDICUS ADVISORY, LLC

TRUST BUT VERIFY

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