RJ Patterson Group

RIASEC & State Registered

Total AUM

$142M

Discretionary

$142M

100% of AUM

Avg account

$273K

Accounts

521

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 281752
Registered since: June 22, 2026
Website: rjpattersongroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI62.38%
Individuals33.05%
Pension & Profit Sharing Plans4.57%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

RJ Patterson Group is an independent, advisor-owned registered investment adviser that completed SEC registration in 2026. The firm operates as a corporation and serves both individual & family and institutional clients. It positions itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly, fixed-fee, and other fee structures. The firm does not identify as an active ESG investor and lists an accountant among its industry affiliations.