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- Custodian
- American Funds · Interactive Brokers · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-11-2018
- Office Locations
- 1
Office Locations
About Patriot Asset Advisors, LLC
Patriot Asset Advisors is a veteran-owned, Ohio-based fiduciary firm focused on high-touch retirement planning and wealth management for individuals approaching or in retirement. The team pairs a CFP® professional with in-house tax strategy support (IRS Enrolled Agent) and access to legal consulting to help clients align investments, taxes, and estate considerations through a structured planning and “retirement checkup” process.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RICHARD ALLEN STOCKER
Managing Partner
- CRD
- #2573644
- Ownership
- 50% but less than 75%
JONATHAN DAVID TAYLOR
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #2161627
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Michael Robert Allman
Investment Advisor Representative
- CRD
- #8073869
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,280,884 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,280,884 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,280,884
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,462,299,518 | 52.9% |
| Equity - Exchange | $856,452,006 | 18.4% |
| Cash | $1,335,878,945 | 28.7% |
| Total | $4,654,630,469 | 100.0% |