Rj Patterson Capital Investment Group Inc.
● SEC registered since 2026CRD 281752SEC# 801-136552San Diego, CA
Reg. AUM
$142.4M
Employees
5
Accounts
521
Location
San Diego, CA
Rj Patterson Capital Investment Group Inc. assets under management
Rj Patterson Capital Investment Group Inc. is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2026. It reports $142.4 million in regulatory assets under management and employs 5 people.
Rj Patterson Capital Investment Group Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert James Patterson Control | Chief Executive Officer, Chief Compliance Officer, Chief Financial Officer | Over 75% | 2016 |
Frequently asked questions
How much does Rj Patterson Capital Investment Group Inc. manage?
Rj Patterson Capital Investment Group Inc. reports $142.4 million in regulatory assets under management on its Form ADV.
How many employees does Rj Patterson Capital Investment Group Inc. have?
Rj Patterson Capital Investment Group Inc. reports 5 employees.
Where is Rj Patterson Capital Investment Group Inc. located?
Rj Patterson Capital Investment Group Inc. is based in San Diego, CA and has been SEC-registered since 2026.
Does Rj Patterson Capital Investment Group Inc. disclose fund performance?
Rj Patterson Capital Investment Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 402 West Broadway, Suite 2600, San Diego, CA 92101 |
| Phone | 619-331-4133 |
| Fax | 619-684-3911 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$142.4MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$142.4Mregulatory AUM
Discretionary $142.4M