{
  "crd_number": 281558,
  "slug": "patton-albertson-miller-group-llc-chattanooga-tn-281558",
  "primary_business_name": "PATTON ALBERTSON MILLER GROUP, LLC",
  "legal_name": "PATTON ALBERTSON MILLER GROUP, LLC",
  "dbas": [
    "PATTON ALBERTSON & MILLER",
    "PROVIDENT FIDUCIARY SERVICES LLC",
    "PROVIDENT TRUST COMPANY"
  ],
  "city": "Chattanooga",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "16860",
  "metro": {
    "cbsa_code": "16860",
    "common_name": "Chattanooga",
    "msa_name": "Chattanooga, TN-GA",
    "path": "/advisors/tn/chattanooga"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-10-20",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 1677765766.0,
  "raum_discretionary": 1677765766.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 23,
  "advisory_employees": 16,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 13717777.0,
      "count": 7
    },
    "individuals": {
      "raum": 110669824.0,
      "count": 242
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 4877313.0,
      "count": 2
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1447194320.0,
      "count": 369
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 101306532.0,
      "count": 7
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "NC",
    "NY",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/PATTONALBERTSONMILLER",
    "https://focusfinancialpartners.com",
    "https://linkedin.com/company/focus-financial-partners",
    "https://linkedin.com/company/patton-albertson-&-miller-llc",
    "https://pamwealth.com",
    "https://pattonalbertsonmiller.com",
    "https://twitter.com/PAM_WEALTH",
    "https://twitter.com/focusfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281558",
  "city_as_filed": "CHATTANOOGA",
  "url": "https://advisorcensus.com/firm/patton-albertson-miller-group-llc-chattanooga-tn-281558",
  "display_name": "Patton Albertson Miller Group, LLC",
  "summary": "Patton Albertson Miller Group, LLC is an SEC-registered investment advisory firm in Chattanooga, TN, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Patton Albertson Miller Group, LLC (CRD 281558): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Patton Albertson Miller Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Patton Albertson Miller Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Patton Albertson Miller Group, LLC located?",
      "a": "Patton Albertson Miller Group, LLC's principal office is in Chattanooga, TN, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Patton Albertson Miller Group, LLC registered with the SEC or a state?",
      "a": "Patton Albertson Miller Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281558."
    },
    {
      "q": "How much does Patton Albertson Miller Group, LLC manage?",
      "a": "Patton Albertson Miller Group, LLC reports $1,677,765,766 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Patton Albertson Miller Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Patton Albertson Miller Group, LLC: Regulatory assets under management: $871,476,587 in the October 2021 data and $1,677,765,766 in the October 2026 data, up 93%. Total employees: 25 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Patton Albertson Miller Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (369); individuals (other than high net worth individuals) (242); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Patton Albertson Miller Group, LLC use?",
      "a": "Patton Albertson Miller Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Patton Albertson Miller Group, LLC report any disciplinary disclosures?",
      "a": "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/281558"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 871476587.0,
      "total_employees": 25,
      "filing_date": "2021-09-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1184309204.0,
      "total_employees": 22,
      "filing_date": "2022-07-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1040237031.0,
      "total_employees": 21,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1330802460.0,
      "total_employees": 24,
      "filing_date": "2024-07-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1542703568.0,
      "total_employees": 23,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1677765766.0,
      "total_employees": 23,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$10,000",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $10,000"
        ],
        "quotes": [
          "The minimum annual fee is $10,000 per client. This is a guideline; all minimum requirements are subject to negotiation at the sole discretion of PAM Group."
        ]
      }
    ],
    "quotes": [
      "The minimum annual fee is $10,000 per client. This is a guideline; all minimum requirements are subject to negotiation at the sole discretion of PAM Group."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/patton-albertson-miller-group-llc-chattanooga-tn-281558.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 242,
      "fewer_than_5": false,
      "raum": 110669824.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 369,
      "fewer_than_5": false,
      "raum": 1447194320.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 4877313.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 13717777.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 101306532.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281558",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}