Patten and Patten, Inc.
● SEC registered since 1976CRD 105414SEC# 801-11499Chattanooga, TN
Reg. AUM
$2.21B
Employees
13
Accounts
2,156
Location
Chattanooga, TN
Patten and Patten, Inc. assets under management
Patten and Patten, Inc. operates as an SEC-registered investment adviser based in Chattanooga, TN. The firm has been registered since 1976. It reports $2.2 billion in regulatory assets under management and employs 13 people.
Patten and Patten, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Christopher Fleck Control | Principal / Portfolio Manager | 25-50% | 2015 |
| Raymond Vincent Ryan Control | Chairman / Chief Executive Officer / President | 25-50% | 2005 |
| Stephanie P Graham Control | Principal / Chief Financial Officer / Chief Compliance Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Patten and Patten, Inc. manage?
Patten and Patten, Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Patten and Patten, Inc. have?
Patten and Patten, Inc. reports 13 employees.
Where is Patten and Patten, Inc. located?
Patten and Patten, Inc. is based in Chattanooga, TN and has been SEC-registered since 1976.
Does Patten and Patten, Inc. disclose fund performance?
Patten and Patten, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 555 Walnut Street, Suite 280, Chattanooga, TN 37402 |
| Phone | 423.756.3480 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1044905 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.21B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$2.21Bregulatory AUM
Discretionary $2.19BNon-discretionary $20.4M