CRD: 112155
Patriot Investment Management Group INC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Radial atlas
- Established Date
- 05-20-1998
- Office Locations
- 4
Office Locations
About Patriot Investment Management Group INC
Patriot Investment Management is a Knoxville, TN fee-only RIA providing financial planning and ongoing investment management built around each client’s goals and a disciplined, long-term approach. The firm emphasizes independent, no-commission advice and offers portfolio “second opinion” reviews. Custody support includes Charles Schwab, and the team publishes regular market and planning insights for clients.
Team overview
Insights
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN TAYLOR WORTHAM
Chief Compliance Officer, Owner, President
- CRD
- #5927099
- Ownership
- 50% but less than 75%
BRANDON MICHAEL ALLEY
Owner, Partner
- CRD
- #6287768
- Ownership
- 10% but less than 25%
Capital timber
Legacy vertex beacon
- CRD
- #82623
- Ownership
- 32.7%
Showing 2 of 4 owners & executives
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LAURA LEA BOLTON
Financial Advisor
- CRD
- #4783395
ADAM KRISHNA BROCK
Financial Planner, Investment Advisor
- CRD
- #5926633
Summit quantum
Zenith wave horizon
- CRD
- #41280
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,899,778,948 | $458,662 |
| Non-Discretionary | $7,077,279 | $128,678 |
| Total | $1,906,856,227 | $454,338 |
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Separately Managed Accounts
Total SMA Asset: $1,906,856,227
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,699,669,427 | 28.8% |
| Cash | $1,239,342,290 | 21.0% |
| Equity - Exchange | $1,770,488,986 | 30.0% |
| U.S. Government/Agency | $1,192,129,251 | 20.2% |
| Total | $5,901,629,954 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER RADIAL | VECTOR PATHWAY | UOMZLJ514 | YWERJ | 11.19% | $42,527,101 |
| FRONTIER VITAL PRIME | RIDGE PATHWAY | GO30X2ZZB | DDPOS | 10.95% | $22,955,216 |
| ELEMENT WAVE CREST | MERIDIAN ELEMENT | TFGGX2X5Q | MLZD | 4.59% | $72,171,628 |
| VECTOR INSIGHT MERIDIAN | RIDGE SUMMIT | 2O6E4BYJA | FOPN | 6.52% | $31,089,746 |
| VITAL WAVE CREST | CATALYST MOMENTUM | KE0D3EPUW | UUHFM | 4.00% | $102,927,610 |
| PIONEER PEAK VECTOR | CATALYST VALUE | K4TLRJZ46 | HTB | 9.49% | $20,720,419 |
| VITAL ELEMENT CAPITAL | ATLAS UNISON | ACLWQTV5D | FZK | 1.52% | $12,304,439 |
| FOCUS BEACON FOCUS | NORTH GLACIER | KN8SATOK3 | XRMN | 0.71% | $52,125,877 |