The Patten Group, Inc.
● SEC registered since 2013CRD 168255SEC# 801-78354Chattanooga, TN
Reg. AUM
$725.1M
Employees
11
Accounts
1,398
Location
Chattanooga, TN
The Patten Group, Inc. assets under management
The Patten Group, Inc. is a registered investment adviser overseen by the SEC based in Chattanooga, TN. The firm has been registered since 2013. It reports $725.1 million in regulatory assets under management and employs 11 people.
The Patten Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrienne Lana Zingrich Control | Chief Compliance Officer | Under 5% | 2016 |
| Ashlee Bryan Patten Control | Ceo | Over 75% | 2020 |
Frequently asked questions
How much does The Patten Group, Inc. manage?
The Patten Group, Inc. reports $725.1 million in regulatory assets under management on its Form ADV.
How many employees does The Patten Group, Inc. have?
The Patten Group, Inc. reports 11 employees.
Where is The Patten Group, Inc. located?
The Patten Group, Inc. is based in Chattanooga, TN and has been SEC-registered since 2013.
Does The Patten Group, Inc. disclose fund performance?
The Patten Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 832 Georgia Avenue, Suite 360, Chattanooga, TN 37402 |
| Phone | 423-531-0360 |
| Fax | 423-805-3920 |
| Office hours | 8:30a.m.-5:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1633207 |
| Discloses disciplinary history | No |
Regulatory AUM
$725.1M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$725.1Mregulatory AUM
Discretionary $722.5MNon-discretionary $2.6M