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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-29-2013
- Office Locations
- 1
Office Locations
About THE Patten Group, Inc.
The Patten Group, Inc. is a Chattanooga, TN RIA serving retail and institutional clients with investment management and financial planning. Its approach centers on asset allocation, with an ETF-oriented SMA platform (about half of reported SMA assets in ETFs) alongside mutual funds and fixed income. The firm reports custody relationships that include Charles Schwab and is led by CEO Ashlee Bryan Patten.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ASHLEE BRYAN PATTEN
Chief Executive Officer
- CRD
- #6208041
- Ownership
- 75% or more
ADRIENNE LANA ZINGRICH
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5364434
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Grant McCall Allen
Research Associate & Portfolio Manager
- CRD
- #7161012
KAYLA ANN COYLE
Registered Client Service Associate
- CRD
- #6311845
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $722,537,733 | $517,207 |
| Non-Discretionary | $2,603,006 | $2,603,006 |
| Total | $725,140,739 | $518,699 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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