CHATTANOOGA, TNCRD 105414Latest ADV March 16, 2026
Patten and Patten, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chattanooga, TN. Its latest Form ADV filing, dated March 16, 2026, reports $2.2B in regulatory assets under management, 13 employees, and 2,156 accounts.
Assets Under Management
$2.2B
Employees
13
Offices
--
Total Clients
879
Primary office
CHATTANOOGA, TN
555 WALNUT STREET, SUITE 280, CHATTANOOGA, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.8% of total clients.
Top client categories% of clientsClients
1
HNWI
67.8%
596
2
Individuals
27.9%
245
3
Charitable
2.7%
24
4
Pension Plans
0.8%
7
5
Corporations
0.7%
6
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 16, 2026
Discretionary99.1%
$2.2B
99% of total RAUM99.1%
Non-discretionary0.9%
$20M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts2,156
10Y AUM Change+$911M (+70.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee68:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.