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PATRIOT INVESTMENT MANAGEMENT GROUP INC
CRD 112155File 801-55500
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 24 | 25 | increased by1 |
| Mar 1, 2026 | Clients | 1,583 | 1,559 | decreased by24 |
| Mar 1, 2026 | AUM | $1,686,856,719 | $1,906,856,227 | increased by$219,999,508 |
| Mar 1, 2026 | Accounts | 4,182 | 4,197 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 24 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,901 | 1,583 | decreased by318 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,610,714,866 | $1,686,856,719 | increased by$76,141,853 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,819 | 4,182 | decreased by637 |
| Mar 1, 2022 | Employees | 26 | 28 | increased by2 |
| Mar 1, 2022 | Clients | 1,759 | 1,901 | increased by142 |
| Mar 1, 2022 | AUM | $1,333,303,318 | $1,610,714,866 | increased by$277,411,548 |
| Mar 1, 2022 | Accounts | 4,525 | 4,819 | increased by294 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PATRIOT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PATRIOT INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.