# Patterson Investments, Inc.

> Patterson Investments, Inc. is a state-registered investment advisory firm in Davie, FL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 152218
- Filed as: PATTERSON INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Davie, FL
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152218
- AdvisorCensus page: https://advisorcensus.com/firm/patterson-investments-inc-davie-fl-152218

## Quick answers

**How is Patterson Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Patterson Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Patterson Investments, Inc. located?**
Patterson Investments, Inc.'s principal office is in Davie, FL, according to its Form ADV.

**Is Patterson Investments, Inc. registered with the SEC or a state?**
Patterson Investments, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 152218.

**How much does Patterson Investments, Inc. manage?**
Patterson Investments, Inc. reports $83,480,099 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**What types of clients does Patterson Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (122).

**Does Patterson Investments, Inc. 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/152218

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $83,480,099
- Discretionary: $83,480,099
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 122 | $83,480,099 |

### 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
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Patterson Investments, Inc. (CRD 152218): Form ADV filing data as of October 2026.