CHATTANOOGA, TNCRD 168255Latest ADV March 13, 2026
The Patten Group, 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 13, 2026, reports $725M in regulatory assets under management, 11 employees, and 1,398 accounts.
Assets Under Management
$725M
Employees
11
Offices
--
Total Clients
459
Primary office
CHATTANOOGA, TN
832 GEORGIA AVENUE, SUITE 360, CHATTANOOGA, TN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.4% of total clients.
Top client categories% of clientsClients
1
Individuals
61.4%
282
2
HNWI
35.9%
165
3
Charitable
1.5%
7
4
Corporations
0.7%
3
5
Pension Plans
0.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$725Mas of March 13, 2026
Discretionary99.6%
$723M
100% of total RAUM99.6%
Non-discretionary0.4%
$3M
0% of total RAUM0.4%
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.
Total AUM$725M
Total Accounts1,398
10Y AUM Change+$386M (+113.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee42:1
10Y Employee Change+1 (+10.0%)
* 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.