Wealth Manager
    SEC Registered

    Patten and Patten, Inc.

    Registered investment advisor · Chattanooga, Tennessee · CRD #105414

    Assets Under Management
    $2.2B
    Client Accounts
    2,156
    Employees
    13
    CRD Number
    105414
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Patten and Patten, Inc.

    Founded in 1976, Patten & Patten is an independent investment advisory firm dedicated to customized investment strategies for individuals, families, trusts, and institutional accounts. The firm emphasizes independent judgment and well-researched strategies tailored to each client's unique situation.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Patten and Patten, Inc.

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    Frequently Asked Questions

    What is Patten and Patten, Inc.'s AUM?

    Patten and Patten, Inc. reports approximately $2.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Patten and Patten, Inc. headquartered?

    Patten and Patten, Inc. is headquartered in Chattanooga, Tennessee.

    What is Patten and Patten, Inc.'s CRD number?

    Patten and Patten, Inc.'s CRD number is 105414. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Patten and Patten, Inc. manage?

    Patten and Patten, Inc. manages approximately 2,156 client accounts according to its latest SEC filing.

    Is Patten and Patten, Inc. SEC registered?

    Yes, Patten and Patten, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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