PATRICK FINANCIAL GROUP LLC.

Overview

Patrick Financial Group LLC is a small SEC-registered advisory firm (registered in 2015) that combines portfolio management for individuals and small businesses with insurance brokerage activity. The firm bills clients on a percentage-of-AUM basis and serves both individual & family clients and institutional relationships. Its stated advisory focus and filing indicate a clear equity orientation: the firm prefers exchange-traded equities as its primary building block and uses discretionary management across client accounts. The adviser does not position itself as an allocator to in-house private strategies; instead it integrates external managers and pooled vehicles where needed. It is not registered as a multi-state adviser for active ESG investing, and it identifies as neither a pension consultant nor a capital allocator. The firm also lists industry affiliations with another investment adviser and an accounting firm, which suggests coordination with external advisers for tax and reporting needs.

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Public Holdings

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Location & Offices