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PATTON WEALTH ADVISORS
Legal name: PATTON FUND MANAGEMENT, INC.
CRD 120533File 801-88211
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$977.2M
Above cohort median (national)
Discretionary AUM
$977.2M
Clients
142
273 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 29, 2015
- Principal office
- Not reported
- Phone
- 214-234-9900
- Website
- http://www.pattonwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $977.2M
- Discretionary AUM
- $977.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 273
- Non-discretionary accounts
- 0
- Total accounts
- 273
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $374K |
| High net worth individuals | 84 | $269.9M |
| Pooled investment vehicles | 2 | $641.3M |
| Pension and profit sharing plans | 10 | $43.9M |
| Individuals (other than high net worth individuals) | 45 | $21.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ADMINISTRATIVE FEE EXPENSES AND REIMBURSEMENT OF EXPENSES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 143 | 142 | decreased by1 |
| Apr 1, 2026 | Clients | 137 | 143 | increased by6 |
| Apr 1, 2026 | AUM | $671,106,167 | $977,201,577 | increased by$306,095,410 |
| Apr 1, 2026 | Accounts | 262 | 273 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 1 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 257 | 137 | decreased by120 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $434,896,621 | $671,106,167 | increased by$236,209,546 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 265 | 262 | decreased by3 |
| Apr 1, 2022 | Clients | 143 | 257 | increased by114 |
| Apr 1, 2022 | AUM | $266,824,937 | $434,896,621 | increased by$168,071,684 |
| Apr 1, 2022 | Accounts | 266 | 265 | decreased by1 |
| 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 “PATTON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PATTON WEALTH” 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.