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 SEC-registered RIA organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm has provided advisory services since 2015 and offers financial planning and portfolio management across individuals, small businesses, and institutional clients. Compensation comes through a mix of AUM-based fees, hourly charges and fixed-fee arrangements. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser despite maintaining offices in more than one state. Industry relationships extend beyond pure advisory work and include affiliations with broker-dealers, accounting and law firms, insurance companies, pension consultants, sponsors or managers of pooled vehicles and other market intermediaries. Patton Albertson Miller Group appeared on FA Magazine’s Top RIA Firms list in 2020.