Patton Albertson Miller Group, LLC

RIASEC RegisteredEst. 2015

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$1M

Accounts

1,630

Employees

Advisory reps

Firm details

Headquarters: Chattanooga, Tennessee
CRD number: 281558
Registered since: October 20, 2015
Website: www.pattonalbertsonmiller.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.26%
Individuals6.6%
Corporations / Businesses6.04%
Charitable Organizations0.82%
Pension & Profit Sharing Plans0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Patton Albertson Miller Group, LLC is an independent registered investment adviser organized as an LLC and operating since 2015. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses and institutions. It bills clients through a mix of percentage-of-AUM fees, hourly charges and fixed fees and identifies itself as a capital allocator that deploys client capital to external managers. The firm is not positioned as an ESG-focused adviser and reports not being a multistate adviser. Its operating footprint and business relationships extend into a variety of adjacent financial services: broker-dealer activity, other investment adviser roles, commodity pool/CTA relationships, futures commission merchant links, accounting and legal affiliations, insurance and real estate broker connections, and sponsor or managing-member roles for pooled vehicles and limited partnerships. Patton Albertson Miller Group, LLC was recognized by FA Magazine as a Top RIA Firm in 2020.