PATRIOT ASSET ADVISORS, LLC

Overview

Patriot Asset Advisors, LLC is an independent registered investment adviser that serves both individual and institutional clients, with a business model that combines portfolio management, financial planning and selection of third-party advisers. The firm acts as a capital allocator, directing client capital into pooled vehicles and external managers rather than relying solely on in-house proprietary products. Its advisory services also include educational seminars and workshops, suggesting an emphasis on client education and relationship-based advice. Investment preferences skew toward public pooled funds for core exposures, while the firm supplements portfolios with alternative strategies and fixed-income instruments. Patriot Asset Advisors charges clients through a mix of percentage-of-AUM and fixed-fee arrangements, which supports both ongoing discretionary management and project-oriented planning engagements. The firm is not positioned as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices