PATRIOT SECURITIES LLC

Overview

Patriot Securities LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm runs client assets under a percentage-of-AUM billing model and concentrates on liquid, equity-centered portfolios while supplementing exposure with fixed income and third-party alternative managers. Patriot appears to operate as an owner-managed limited liability company serving a concentrated book of individual and family clients rather than institutions or large retirement plans. The firm does not position itself as an active ESG investor and does not report multi-state advisory registration. Discretionary authority over client accounts is a core part of its offering, which supports streamlined decision-making and tactical allocation changes. Given the asset mix and use of separately managed account structures, the firm looks to combine exchange-traded equities for core exposure with select mutual funds, corporate debt, and external alternative managers to fill diversification and return-enhancement roles.

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Public Holdings

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Location & Offices