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 formed in 2015 that serves both individual/family and institutional clients. The firm acts as a capital allocator, combining financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Patton Albertson Miller Group lists a range of industry roles and relationships beyond pure advisory work — including affiliations with broker-dealers, other investment advisers, commodity pool/CTA-type activities, futures commission merchant links, accounting and law firms, insurance companies, and real estate sponsors — and it also sponsors and acts as a managing member of pooled investment vehicles in some capacities. The firm does not identify as an active ESG investor and is not registered as a multistate adviser. The firm received recognition from FA Magazine in 2020 as one of its Top RIA Firms.