# Patriot Investment Management Group Inc

> Patriot Investment Management Group Inc is an SEC-registered investment advisory firm in Knoxville, TN, registered since 1998, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 112155
- Filed as: PATRIOT INVESTMENT MANAGEMENT GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112155
- AdvisorCensus page: https://advisorcensus.com/firm/patriot-investment-management-group-inc-knoxville-tn-112155

## Quick answers

**How is Patriot Investment Management Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Patriot Investment Management Group Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Patriot Investment Management Group Inc charge?**
Its Form ADV Part 2A brochure dated February 27, 2026 states: Hourly rate: $300 an hour (services performed by our Investment Adviser Representatives); Flat fee: $500 to $3,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Patriot Investment Management Group Inc located?**
Patriot Investment Management Group Inc's principal office is in Knoxville, TN, according to its Form ADV.

**Is Patriot Investment Management Group Inc registered with the SEC or a state?**
Patriot Investment Management Group Inc is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 112155.

**How much does Patriot Investment Management Group Inc manage?**
Patriot Investment Management Group Inc reports $1,906,856,227 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Patriot Investment Management Group Inc's assets and staff changed since 2021?**
In the Form ADV data for Patriot Investment Management Group Inc: Regulatory assets under management: $1,333,303,318 in the October 2021 data and $1,906,856,227 in the October 2026 data, up 43%. Total employees: 26 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Patriot Investment Management Group Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,190); high net worth individuals (328); corporations or other businesses not listed above (22).

**Which custodians does Patriot Investment Management Group Inc use?**
Patriot Investment Management Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Patriot Investment Management Group Inc 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/112155

**What changed in Patriot Investment Management Group Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $1,686,856,719 to $1,906,856,227 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Hourly rate: $300 an hour (services performed by our Investment Adviser Representatives)

> We charge an hourly fee of $300 or $150 for services performed by our Investment Adviser Representatives or Clerical Staff, respectively.

- Flat fee: $500 to $3,000 (financial planning services)

> We may also provide financial planning services on a fixed fee basis with fees ranging from $500 to $3,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,906,856,227
- Discretionary: $1,899,778,948
- Non-discretionary: $7,077,279

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,190 | $327,258,314 |
| High net worth individuals | 328 | $1,271,331,918 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $4,632,136 |
| Charitable organizations | 15 | $273,356,264 |
| Corporations or other businesses not listed above | 22 | $30,277,595 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1998 (28 years)
- Employees: 25 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, FL, GA, IL, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [johnsmarttcpa.com](https://johnsmarttcpa.com)
- [patriotinvestment.com](https://patriotinvestment.com)
- [patriotinvestment.com/blog](https://patriotinvestment.com/blog)
- Facebook @patriotinvestment
- LinkedIn @patriot-investment-managment-group-inc-
- X @PatriotInvest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,333,303,318 | 26 | September 30, 2021 |
| October 2022 | $1,610,714,866 | 28 | June 8, 2022 |
| October 2023 | $1,414,833,902 | 26 | May 22, 2023 |
| October 2024 | $1,529,312,668 | 24 | May 1, 2024 |
| October 2025 | $1,686,856,719 | 24 | July 1, 2025 |
| October 2026 | $1,906,856,227 | 25 | March 5, 2026 |

Regulatory assets under management: $1,333,303,318 in the October 2021 data and $1,906,856,227 in the October 2026 data, up 43%.
Total employees: 26 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $1,686,856,719 to $1,906,856,227 (+13%).

### February 2026
- Registered or notice-filed in MA.

### December 2025
- Registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Patriot Investment Management Group Inc (CRD 112155): Form ADV filing data as of October 2026.