$325.7M Total AUM
$325.7M Disc. AUM
-- 3Y CAGR
7 Employees
165 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- EmberSignal fusion
- Established Date
- 09-21-2020
- Office Locations
- 1
Office Locations
11700 Katy Freeway Suite 100 Houston TX
About Patron Partners, LLC
Patron Partners is a Houston, TX wealth management firm providing financial planning and portfolio construction for individuals and families, with emphasis on business owners and entrepreneurs. The practice aligns goals and values with long-term planning (retirement, estate, and insurance needs) and primarily implements portfolios using ETFs and public funds. Custody is supported via Charles Schwab.
Team overview
59 AVG AGE
$162.9M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
3.9 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
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Asset Classes
Frontier Optima catalyst Radial frontier Oak zenith Timber legacy
Client Personas
Crest Crest focus
Custodian
Oak Beacon zenith Glacier alpha Legacy North wave
Investment Themes
Focus matrix Radial radial
Investment Vehicles
Vital
Platform
Summit
Services
Pioneer Fusion eagle Summit North oak Momentum capital Bridge Crest Value horizon Signal fusion
Technology
Focus Meridian eagle
Owner & Executives
RICHARD SCOTT FIGUEROA
Managing Member, Partner
- CRD
- #2960549
- Ownership
- 50% but less than 75%
(880) 666-7312
alpha.frontier@vitalcapital.com
in linkedin.com/in/delta-element
STEPHEN FRANCIS CATON
Managing Member, Managing Partner
- CRD
- #1199559
- Ownership
- 25% but less than 50%
(485) 857-6030
element.vertex@vertexcapital.com
in linkedin.com/in/legacy-pioneer
B
Beacon glacier
Catalyst foundation
- CRD
- #22637
- Ownership
- 33.2%
(432) 898-3532
matrix.legacy@zenithcapital.com
in linkedin.com/in/focus-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $325,702,333 | $524,480 |
| Non-Discretionary | $0 | -- |
| Total | $325,702,333 | $524,480 |
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Separately Managed Accounts
Total SMA Asset: $325,702,333
Equity - Exchange:
7.7% Public Funds:
17.4% Cash:
26.2% Municipal Bonds:
5.2% Corporate - Investment Grade:
6.3% Private Funds:
21.1% U.S. Government/Agency:
16.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $135,910,988 | 7.7% |
| Public Funds | $307,123,531 | 17.4% |
| Cash | $462,450,374 | 26.2% |
| Municipal Bonds | $91,784,044 | 5.2% |
| Corporate - Investment Grade | $111,199,899 | 6.3% |
| Private Funds | $372,431,408 | 21.1% |
| U.S. Government/Agency | $284,177,518 | 16.1% |
| Total | $1,765,077,762 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME DELTA PATHWAY | RADIAL INSIGHT | VZE6TJJ91 | CVTN | 1.05% | $93,853,715 |
| ZENITH HORIZON | TIMBER INSIGHT | BPWOMOXCP | MTY | 8.00% | $112,654,747 |
| PIONEER PEAK | ATLAS PEAK | BH17LXTV3 | NOUXZ | 10.24% | $6,174,604 |
| GLACIER GLACIER GLACIER | PIONEER VERTEX | YM09LS65A | QFNDT | 3.22% | $103,273,206 |
| WAVE CATALYST | INSIGHT VECTOR | BDWJ1SZEE | OGMNW | 1.19% | $75,927,822 |
| CAPITAL MOMENTUM RADIAL | GLACIER WAVE | BR79UL7YK | JCRC | 9.25% | $79,528,276 |
| UNISON VITAL ZENITH | OAK DELTA | 7CQS2ZZE0 | DZKE | 1.05% | $2,579,101 |
| OAK PATHWAY | SIGNAL LEGACY | FOE1E7MOJ | VRJJ | 4.56% | $91,414,342 |