# Patton Albertson Miller Group, LLC

> 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.

- CRD: 281558
- Filed as: PATTON ALBERTSON MILLER GROUP, LLC
- Also doing business as: PATTON ALBERTSON & MILLER, PROVIDENT FIDUCIARY SERVICES LLC, PROVIDENT TRUST COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chattanooga, TN
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281558
- AdvisorCensus page: https://advisorcensus.com/firm/patton-albertson-miller-group-llc-chattanooga-tn-281558

## Quick answers

**How is Patton Albertson Miller Group, LLC compensated?**
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).

**How much does Patton Albertson Miller Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $250 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Patton Albertson Miller Group, LLC located?**
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).

**Is Patton Albertson Miller Group, LLC registered with the SEC or a state?**
Patton Albertson Miller Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281558.

**How much does Patton Albertson Miller Group, LLC manage?**
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).

**How have Patton Albertson Miller Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Patton Albertson Miller Group, LLC serve?**
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).

**Which custodians does Patton Albertson Miller Group, LLC use?**
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.

**Does Patton Albertson Miller Group, LLC 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/281558

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Minimum annual fee: $10,000

> 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.

- Hourly rate: $250 an hour (Financial Planning)

> Our Financial Planning fees are calculated and charged on an hourly basis at a rate of up to $250 per hour.

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.
- National Financial Services LLC

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: $1,677,765,766
- Discretionary: $1,677,765,766
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 242 | $110,669,824 |
| High net worth individuals | 369 | $1,447,194,320 |
| 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) | 2 | $4,877,313 |
| Charitable organizations | 7 | $13,717,777 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $101,306,532 |
| Other | 0 | $0 |

### 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
- Other

### Firm details
- Registered since: 2015 (10 years)
- Employees: 23 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, IL, LA, MA, NC, NY, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Atlanta, GA
- Macon, GA

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- pamwealth.com
- pattonalbertsonmiller.com
- Facebook @PATTONALBERTSONMILLER
- LinkedIn @focus-financial-partners
- LinkedIn @patton-albertson-&-miller-llc
- X @PAM_WEALTH
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $871,476,587 | 25 | September 30, 2021 |
| October 2022 | $1,184,309,204 | 22 | July 7, 2022 |
| October 2023 | $1,040,237,031 | 21 | September 27, 2023 |
| October 2024 | $1,330,802,460 | 24 | July 11, 2024 |
| October 2025 | $1,542,703,568 | 23 | June 5, 2025 |
| October 2026 | $1,677,765,766 | 23 | September 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Patton Albertson Miller Group, LLC (CRD 281558): Form ADV filing data as of October 2026.