Patton Albertson Miller Group, LLC

RIASEC Registered

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 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.