PATRIOT INVESTMENT MANAGEMENT GROUP INC

RIASEC RegisteredEst. 1998

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, SEC-registered investment adviser (since 1998) organized as a corporation and owned by an individual. The firm serves both individuals and families as well as institutional clients and acts as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Patriot charges a mix of percentage-of-AUM fees alongside hourly, fixed and other fee arrangements. The firm identifies as an active ESG investor and lists an accounting affiliation within its industry relationships. Patriot has been recognized in industry rankings, appearing in FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms in 2025.