Patriot Investment Management Group Inc
● SEC registered since 1998CRD 112155SEC# 801-55500Knoxville, TN
Reg. AUM
$1.91B
Employees
25
Accounts
4,197
Location
Knoxville, TN
Patriot Investment Management Group Inc assets under management
Patriot Investment Management Group Inc is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 1998. It reports $1.9 billion in regulatory assets under management and employs 25 people.
Patriot Investment Management Group Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Joseph Bower Control | Owner | 10-25% | 2023 |
| Brandon Michael Alley | Owner | 10-25% | 2023 |
| John Taylor Wortham Control | Owner / President / Cco | 50-75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Patriot Investment Management Group Inc manage?
Patriot Investment Management Group Inc reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Patriot Investment Management Group Inc have?
Patriot Investment Management Group Inc reports 25 employees.
Where is Patriot Investment Management Group Inc located?
Patriot Investment Management Group Inc is based in Knoxville, TN and has been SEC-registered since 1998.
Does Patriot Investment Management Group Inc disclose fund performance?
Patriot Investment Management Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9721 Cogdill Road, Suite 101, Knoxville, TN 37932 |
| Phone | 865-777-2479 |
| Fax | 865-675-0636 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1773830 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.91B▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$1.91Bregulatory AUM
Discretionary $1.9BNon-discretionary $7.1M