Patriot Investment Management Group Inc

RIASEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$454K

Accounts

4,197

Employees

Advisory reps

Firm details

Headquarters: Knoxville, Tennessee
CRD number: 112155
Registered since: May 20, 1998
Website: www.patriotinvestment.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI66.67%
Individuals17.16%
Charitable Organizations14.34%
Corporations / Businesses1.59%
Pension & Profit Sharing Plans0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Patriot Investment Management Group Inc is an independent, individual-owned registered investment adviser that provides portfolio management and financial planning to both individual/family clients and institutional clients. The firm is registered with the SEC and registered in 1998. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Patriot describes itself as a capital allocator and notes active ESG investing as part of its process. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee and other fee models. The firm has industry recognition, including placement on FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms list in 2025.