# Patrick Financial Group LLC. > Patrick Financial Group LLC. is an SEC-registered investment advisory firm in Brighton, MI, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026. - CRD: 124610 - Filed as: PATRICK FINANCIAL GROUP LLC. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Brighton, MI - Filing period: October 2026 - Form ADV filing dated: March 31, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124610 - AdvisorCensus page: https://advisorcensus.com/firm/patrick-financial-group-llc-brighton-mi-124610 ## Quick answers **How is Patrick Financial Group LLC. compensated?** On its Form ADV (Item 5.E, October 2026), Patrick Financial Group LLC. reports these compensation arrangements: a percentage of assets under its management. **What does Patrick Financial Group LLC.'s brochure say about its fees?** Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1.4% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Patrick Financial Group LLC. located?** Patrick Financial Group LLC.'s principal office is in Brighton, MI, according to its Form ADV. **Is Patrick Financial Group LLC. registered with the SEC or a state?** Patrick Financial Group LLC. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 124610. **How much does Patrick Financial Group LLC. manage?** Patrick Financial Group LLC. reports $170,440,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary). **How have Patrick Financial Group LLC.'s assets and staff changed since 2021?** In the Form ADV data for Patrick Financial Group LLC.: Regulatory assets under management: $176,581,273 in the October 2021 data and $170,440,000 in the October 2026 data, down 3%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Patrick Financial Group LLC. serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (603); pension and profit sharing plans (but not the plan participants or government pension plans) (4). **Does Patrick Financial Group LLC. report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124610 **Does Patrick Financial Group LLC. state an account minimum?** Its Form ADV Part 2A brochure dated March 31, 2026 says: "Our minimum initial account value is $50,000; however, we may accept accounts for less than the minimum at our sole discretion." **What changed in Patrick Financial Group LLC.'s recent Form ADV filings?** In the April 2026 filing data: Regulatory assets under management went from $144,253,460 to $170,440,000 (+18%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026) - Asset-based fee: 1.4% of assets a year > As of January 2013, client(s) advisory fees are 1.40% a year of net assets under management computed. Accounts prior to January 2013, may have higher or lower fees. - Account minimum: $50,000 (the brochure says it may be waived or negotiated) > Our minimum initial account value is $50,000; however, we may accept accounts for less than the minimum at our sole discretion. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Regulatory assets under management (Item 5.F) - Total: $170,440,000 - Discretionary: $170,440,000 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 603 | $169,755,497 | | High net worth individuals | 0 | $0 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $684,503 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses ### Firm details - Registered since: 2015 (11 years) - Employees: 2 total, 1 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: FL, MI, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - patrickfinancialgroup.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $176,581,273 | 2 | March 24, 2021 | | October 2022 | $168,275,320 | 3 | April 26, 2022 | | October 2023 | $144,770,417 | 2 | March 16, 2023 | | October 2024 | $132,418,405 | 2 | March 27, 2024 | | October 2025 | $144,253,460 | 2 | March 27, 2025 | | October 2026 | $170,440,000 | 2 | March 31, 2026 | Regulatory assets under management: $176,581,273 in the October 2021 data and $170,440,000 in the October 2026 data, down 3%. Total employees: 2 in October 2021 and 2 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Regulatory assets under management went from $144,253,460 to $170,440,000 (+18%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Patrick Financial Group LLC. (CRD 124610): Form ADV filing data as of October 2026.