{
  "crd_number": 281752,
  "slug": "rj-patterson-group-san-diego-ca-281752",
  "primary_business_name": "RJ PATTERSON GROUP",
  "legal_name": "RJ PATTERSON CAPITAL INVESTMENT GROUP INC.",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-06-22",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-02",
  "carried_forward": false,
  "raum_total": 142396919.0,
  "raum_discretionary": 142396919.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 47062093.0,
      "count": 157
    },
    "pension_profit_sharing": {
      "raum": 6503380.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 88831446.0,
      "count": 32
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/RJPattersonGroup",
    "https://instagram.com/rjpattersongroup",
    "https://linkedin.com/company/rj-patterson-group/about",
    "https://rjpattersongroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281752",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/rj-patterson-group-san-diego-ca-281752",
  "display_name": "RJ Patterson Group",
  "summary": "RJ Patterson Group is an SEC-registered investment advisory firm in San Diego, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.",
  "citation": "AdvisorCensus. RJ Patterson Group (CRD 281752): 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)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is RJ Patterson Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RJ Patterson Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does RJ Patterson Group charge?",
      "a": "Its Form ADV Part 2A brochure dated May 21, 2026 states: Hourly rate: $250 an hour (financial planning and consultation services); Subscription: $250 a month (Emerging Professional Program services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is RJ Patterson Group located?",
      "a": "RJ Patterson Group's principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is RJ Patterson Group registered with the SEC or a state?",
      "a": "RJ Patterson Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 281752."
    },
    {
      "q": "How much does RJ Patterson Group manage?",
      "a": "RJ Patterson Group reports $142,396,919 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does RJ Patterson Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (157); high net worth individuals (32); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does RJ Patterson Group use?",
      "a": "RJ Patterson Group'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."
    },
    {
      "q": "Does RJ Patterson Group 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/281752"
    },
    {
      "q": "What changed in RJ Patterson Group's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 21, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial planning and consultation services)",
      "Subscription: $250 a month (Emerging Professional Program services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning and consultation services)"
        ],
        "quotes": [
          "RJP charges on an hourly or flat fee basis for financial planning and consultation services. The total estimated fee, as well as the ultimate fee that RJP charges you, is based on the scope and complexity of our engagement with you. Our hourly fees are $250."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $250 a month (Emerging Professional Program services)"
        ],
        "quotes": [
          "RJP charges $250 per month for our Emerging Professional Program services. This fee is negotiable at our discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consultation services"
        },
        {
          "kind": "subscription",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Emerging Professional Program services"
        }
      ]
    },
    "quotes": [
      "RJP charges on an hourly or flat fee basis for financial planning and consultation services. The total estimated fee, as well as the ultimate fee that RJP charges you, is based on the scope and complexity of our engagement with you. Our hourly fees are $250.",
      "RJP charges $250 per month for our Emerging Professional Program services. This fee is negotiable at our discretion."
    ],
    "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
    }
  ],
  "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/rj-patterson-group-san-diego-ca-281752.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 157,
      "fewer_than_5": false,
      "raum": 47062093.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 88831446.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 6503380.0
    }
  ],
  "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/281752",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}