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PATRIOT INVESTMENT MANAGEMENT GROUP INC
CRD 112155File 801-55500
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.91B
Top 25% of cohort (national)
Discretionary AUM
$1.90B
Non-discretionary $7.1M
Clients
1,559
4,197 accounts
Employees
25
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 20, 1998
- Principal office
- 9721 COGDILL ROAD, SUITE 101, KNOXVILLE, TN, 37932
- Phone
- 865-777-2479
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.91B
- Discretionary AUM
- $1.90B
- Non-discretionary AUM
- $7.1M
- Discretionary accounts
- 4,142
- Non-discretionary accounts
- 55
- Total accounts
- 4,197
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $30.3M |
| Charitable organizations | 15 | $273.4M |
| High net worth individuals | 328 | $1.27B |
| Pension and profit sharing plans | Fewer than 5 | $4.6M |
| Individuals (other than high net worth individuals) | 1,190 | $327.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REFERRAL FEES (SOLICITOR FOR OTHER INVESTMENT ADVISER)
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.