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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 143 | 142 |
| 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.