Addison Advisors LLC
Addison Advisors LLC is an investment advisory firm headquartered in Middlebury, Vermont. The firm was registered with the SEC in 2011 and serves primarily high net worth individuals and other individual clients in the U.S. The company has 9 employees, over half of whom are investment professionals, and manages client assets using discretionary and non-discretionary mandates. Addison Advisors focuses on providing personalized portfolio management, financial planning, and advisory services.
Investment Strategy
Addison Advisors LLC manages assets for individuals (including high net worth) with a focus on diversified portfolios consisting of equities, ETFs, and investment-grade securities. The firm emphasizes long-term wealth accumulation, risk-mitigated growth, and customized allocation strategies based on each client's objectives and risk tolerance. Investment decisions are predominantly discretionary, though separately managed accounts may be offered. The advisor tailors strategies to client needs, avoiding leveraged or speculative trading and prioritizing capital preservation.
Top Holdings
Equity Positions (871)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 4.86% | $19.5M | 95,069 | $157.61 | $204.67 | +$1.3M |
V VGIT | VANGUARD SCOTTSDALE FDS | 4.25% | $17.0M | 285,002 | $58.94 | $59.81 | -$360.7K |
V VTIP | VANGUARD MALVERN FDS | 4.06% | $16.3M | 323,910 | $48.79 | $50.27 | +$1.4M |
V VUG | VANGUARD INDEX FDS | 3.88% | $15.6M | 35,477 | $275.15 | $438.40 | +$2.6M |
V VLUE | ISHARES TR | 3.34% | $13.4M | 118,120 | $98.48 | $113.21 | +$693.6K |