# Patterson Advisors

> Patterson Advisors is a state-registered investment advisory firm, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated July 6, 2026.

- CRD: 137238
- Filed as: PATTERSON ADVISORS
- Legal name: Patterson Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137238
- AdvisorCensus page: https://advisorcensus.com/firm/patterson-advisors-137238

## Quick answers

**How is Patterson Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Patterson Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Patterson Advisors registered with the SEC or a state?**
Patterson Advisors is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 137238.

**What types of clients does Patterson Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (8).

**Does Patterson Advisors 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/137238

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $0 |
| High net worth individuals | 12 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pattersonadvisorsllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Patterson Advisors (CRD 137238): Form ADV filing data as of October 2026.