CHATTANOOGA, TNCRD 281558Latest ADV March 24, 2026
Patton Albertson Miller Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chattanooga, TN. Its latest Form ADV filing, dated March 24, 2026, reports $1.7B in regulatory assets under management, 23 employees, 4 offices, and 1,630 accounts.
Assets Under Management
$1.7B
Employees
23
Offices
4 offices
Total Clients
627
Primary office
CHATTANOOGA, TN
605 CHESTNUT STREET, SUITE 900, CHATTANOOGA, TN, United States
Top client segmentHNWI represent 58.9% of total clients.
Top client categories% of clientsClients
1
HNWI
58.9%
369
2
Individuals
38.6%
242
3
Charitable
1.1%
7
4
Corporations
1.1%
7
5
Pension Plans
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 24, 2026
Discretionary100.0%
$1.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts1,630
10Y AUM Change+$1.2B (+234.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee27:1
10Y Employee Change+8 (+53.3%)
* 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.