CRD: 281558
Patton Albertson Miller Group, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vertex peakAlpha insight +more
- Established Date
- 10-01-2015
- Office Locations
- 5
Office Locations
About Patton Albertson Miller Group, LLC
Patton Albertson & Miller is a fee-only fiduciary wealth management firm serving business owners, professionals, and families across the Southeast (including Chattanooga, Atlanta, and Macon). The team includes CPAs and legal expertise and delivers integrated financial planning and discretionary portfolio management, often implemented with ETFs and mutual funds. Known for guidance on estate planning, business succession, and risk management, and publishes monthly market commentary and quarterly letters.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JENNIFER ROSE MCCARTHY
PARTNER, Senior Financial Advisor
- CRD
- #2085435
- Ownership
- 5% but less than 10%
JOHN MARC ALBERTSON
PARTNER, Senior Portfolio Manager
- CRD
- #4286283
- Ownership
- Less than 5%
Value unison
Vector eagle
- CRD
- #42643
- Ownership
- 38.2%
Showing 2 of 7 owners & executives
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John Martin Adair
Senior Portfolio Manager
- CRD
- #7113040
RACHEL SPENCER AYRES
Senior Financial Advisor
- CRD
- #5891867
Momentum eagle
Focus radial
- CRD
- #33711
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,677,765,766 | $1,029,304 |
| Non-Discretionary | $0 | -- |
| Total | $1,677,765,766 | $1,029,304 |
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Separately Managed Accounts
Total SMA Asset: $1,677,765,766
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $942,593,747 | 13.3% |
| Equity - Exchange | $1,070,162,826 | 15.1% |
| Private Funds | $992,203,945 | 14.0% |
| Corporate - Investment Grade | $1,084,337,168 | 15.3% |
| Cash | $1,282,777,957 | 18.1% |
| Municipal Bonds | $1,006,378,287 | 14.2% |
| U.S. Government/Agency | $708,717,103 | 10.0% |
| Total | $7,087,171,033 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE INSIGHT BRIDGE | GLACIER OPTIMA | J7RL8EHWO | VHBCL | 8.34% | $46,637,678 |
| PEAK INSIGHT | PIONEER GLACIER | IF3W70UK1 | PHHV | 8.80% | $64,250,379 |
| RADIAL PATHWAY OPTIMA | FUSION SUMMIT | B8V49AJJC | EIF | 11.86% | $91,762,614 |
| MATRIX PEAK CAPITAL | ATLAS CATALYST | RX7R5HED6 | LQFHM | 9.16% | $44,484,701 |
| FOCUS MATRIX OPTIMA | ELEMENT PRIME | MEDZOXNVE | OHHI | 12.16% | $83,436,428 |
| PATHWAY CAPITAL | ELEMENT SUMMIT | X193W01LI | AGV | 7.17% | $8,816,862 |
| ELEMENT VITAL | RADIAL BRIDGE | YCWY0EMGA | XNUO | 11.08% | $7,976,707 |
| ATLAS CAPITAL ZENITH | VALUE FUSION | OIYT4XOAM | GRBSG | 7.46% | $23,158,358 |