RJ PATTERSON GROUP

RIASEC 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
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 operates as an independent, corporation-structured registered investment advisor with an individual owner. The firm positions itself as a capital allocator serving both individual & family clients and institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, suggesting flexibility for different client needs. The firm is not an active ESG investor, does not describe multi-state advisory operations, and is not positioned as a pension consultant. An industry affiliation with an accountant is noted.