# Patriot Advisory Group

> Patriot Advisory Group is a state-registered investment advisory firm in Portsmouth, NH, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 120649
- Filed as: PATRIOT ADVISORY GROUP
- Legal name: Patriot Advisory Group LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portsmouth, NH
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120649
- AdvisorCensus page: https://advisorcensus.com/firm/patriot-advisory-group-portsmouth-nh-120649

## Quick answers

**How is Patriot Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Patriot Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Patriot Advisory Group located?**
Patriot Advisory Group's principal office is in Portsmouth, NH, according to its Form ADV.

**Is Patriot Advisory Group registered with the SEC or a state?**
Patriot Advisory Group is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 120649.

**How much does Patriot Advisory Group manage?**
Patriot Advisory Group reports $22,610,864 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**What types of clients does Patriot Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (4).

**Does Patriot Advisory Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120649

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $22,610,864
- Discretionary: $22,610,864
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $16,410,864 |
| High net worth individuals | 4 | $6,200,000 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | Not reported |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (23 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [patriotadvisory.com](https://patriotadvisory.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Patriot Advisory Group (CRD 120649): Form ADV filing data as of October 2026.