$2.2B Total AUM
$2.2B Disc. AUM
-- 3Y CAGR
13 Employees
879 ADV. Clients
50 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Ember
- Established Date
- 05-12-1976
- Office Locations
- 1
Office Locations
555 Walnut Street Suite 280 Chattanooga TN
About Patten AND Patten, Inc.
Patten & Patten is an independent, SEC-registered RIA founded in 1976, providing customized portfolio management informed by in-house research. The firm serves individuals and families as well as trusts, endowments, foundations, profit-sharing plans, and other institutional accounts. Portfolio managers hold the CFA designation, and custodial relationships include Charles Schwab.
Team overview
54 AVG AGE
$736.9M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
10 yrs AVG TENURE
13 Employees
3 Advisory Reps
3 RIA Reps
50yrs Firm Age
Insights
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Asset Classes
Vertex Pathway North meridian
Custodian
Delta Signal Prime Frontier frontier Value harbor
Investment Themes
Pathway Foundation Delta
Investment Vehicles
Quantum glacier
Services
Legacy pathway Horizon Optima Quantum
Technology
Alpha
Owner & Executives
MARK CHRISTOPHER FLECK
PORTFOLIO MANAGER, Principal
- CRD
- #4772758
- Ownership
- 25% but less than 50%
(623) 621-7401
element.ridge@elementcapital.com
in linkedin.com/in/optima-meridian
RAYMOND VINCENT RYAN
Chairman, Chief Executive Officer, President
- CRD
- #2186050
- Ownership
- 25% but less than 50%
(590) 544-6763
ember.oak@atlascapital.com
in linkedin.com/in/signal-radial
E
Eagle capital
Vital delta
- CRD
- #30017
- Ownership
- 14.8%
(476) 671-7142
legacy.ridge@peakcapital.com
in linkedin.com/in/radial-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,190,443,389 | $1,016,919 |
| Non-Discretionary | $20,373,282 | $10,186,641 |
| Total | $2,210,816,671 | $1,025,425 |
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Separately Managed Accounts
Total SMA Asset: $2,210,816,671
Equity - Exchange:
9.1% Public Funds:
12.5% Cash:
10.9% U.S. Government/Agency:
11.8% Corporate - Investment Grade:
23.8% Equity - OTC:
26.9% Municipal Bonds:
5.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $701,413,040 | 9.1% |
| Public Funds | $963,479,450 | 12.5% |
| Cash | $840,154,081 | 10.9% |
| U.S. Government/Agency | $909,524,601 | 11.8% |
| Corporate - Investment Grade | $1,834,464,873 | 23.8% |
| Equity - OTC | $2,073,407,777 | 26.9% |
| Municipal Bonds | $385,391,779 | 5.0% |
| Total | $7,707,835,601 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS GLACIER | ATLAS SIGNAL | QKC4ANJRC | XZFM | 10.57% | $66,091,648 |
| HORIZON OPTIMA VITAL | RADIAL EMBER | WK98D60VT | UPLG | 7.03% | $58,492,607 |
| CATALYST ATLAS | EAGLE HARBOR | DD7Z6R9AF | ORJZ | 1.00% | $75,193,348 |
| OAK TIMBER | WAVE PRIME | TOSNCJQJB | JGIFV | 7.14% | $37,284,354 |
| ALPHA ALPHA | HORIZON OAK | ZZHSSDG3D | OPTT | 4.08% | $56,466,751 |
| VECTOR SIGNAL FUSION | RADIAL VECTOR | UI7QQR2RT | XMGAI | 0.89% | $47,975,755 |
| WAVE VITAL | DELTA ALPHA | 7YMT2AQYX | VOG | 3.90% | $43,256,290 |
| GLACIER HORIZON | PEAK FUSION | 4N5W6KQWF | IGU | 3.56% | $27,421,066 |