Patton Albertson Miller Group, LLC
Firm details
- Headquarters
- Chattanooga, Tennessee
- CRD number
- 281558
- Registered since
- October 20, 2015
- 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
FINTRXOverview
Patton Albertson Miller Group, LLC is an independent RIA organized as an LLC and registered with the SEC in 2015. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning and portfolio management for individuals, small businesses and institutions; compensation is a mix of percentage-of-AUM, hourly charges and fixed fees. The firm also conducts other financial product sales activities and maintains a wide set of industry affiliations — including broker-dealer relationships and roles as sponsor or managing member of pooled investment vehicles — which supports its use of third‑party managers and private placements. Patton Albertson Miller Group received a Top RIA Firms mention from FA Magazine in 2020. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities35%
- Private Funds7%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
James Patton
Founding Partner & Chief Executive OfficerCRD 4650091
Contacts
3 of 18
Rachel Ayres
Senior Financial AdvisorCRD 5891867

John Albertson
PartnerCRD 4286283

John Adair
Senior Portfolio ManagerCRD 7113040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$422M in ETFs
70%
$296M
17%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES AI INNOVATION AND TECH ACTIVE ETF (BAI) | BlackRock | $36M | 682,952 | 8.54% |
Location
Chattanooga, TN
Hamilton
Location
Chattanooga, TN
Headquartered in Chattanooga, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- Hamilton
- Address
- 605 Chestnut St
- Time zone
- CT (UTC-6)
- Office locations
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