Patriot Investment Management Group Inc

RIASEC RegisteredEst. 1998

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$454K

Accounts

4,197

Employees

Advisory reps

Firm details

Headquarters: Knoxville, Tennessee
CRD number: 112155
Registered since: May 20, 1998
Website: www.patriotinvestment.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI66.67%
Individuals17.16%
Charitable Organizations14.34%
Corporations / Businesses1.59%
Pension & Profit Sharing Plans0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Patriot Investment Management Group Inc is an independent, SEC-registered advisory corporation founded in 1998 and owned privately. The firm serves both individual/family and institutional clients and operates as a capital allocator — combining direct portfolio management with selection of outside managers when appropriate. Its service mix includes financial planning, discretionary portfolio management for individuals and businesses, pension consulting, and adviser selection. Patriot reports being an active ESG investor and charges clients through a mix of percentage-of-AUM fees, hourly billing, fixed fees and other arrangements. Patriot has received industry recognition, appearing on FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms list in 2025. The firm lists an accounting affiliation as part of its industry relationships.