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PATRICK FINANCIAL GROUP LLC.
Legal name: PATRICK FINANCIAL GROUP, L.L.C.
CRD 124610File 801-80932
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$170.4M
Bottom 25% of cohort (national)
Discretionary AUM
$170.4M
Clients
607
603 accounts
Employees
2
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 2, 2015
- Principal office
- MILLPOND PARKE OFFICE BUILDING, 824 WEST GRAND RIVER AVENUE, BRIGHTON, MI, 48116
- Phone
- 810-225-9876
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $170.4M
- Discretionary AUM
- $170.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 603
- Non-discretionary accounts
- 0
- Total accounts
- 603
- AUM per client
- $281K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | Fewer than 5 | $685K |
| Individuals (other than high net worth individuals) | 603 | $169.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 589 | 607 | increased by18 |
| Apr 1, 2026 | AUM | $144,253,460 | $170,440,000 | increased by$26,186,540 |
| Apr 1, 2026 | Accounts | 1,232 | 603 | decreased by629 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 673 | 589 | decreased by84 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $168,275,320 | $144,253,460 | decreased by$24,021,860 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,298 | 1,232 | decreased by66 |
| Apr 1, 2022 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2022 | Clients | 692 | 673 | decreased by19 |
| Apr 1, 2022 | AUM | $176,581,273 | $168,275,320 | decreased by$8,305,953 |
| Apr 1, 2022 | Accounts | 1,399 | 1,298 | decreased by101 |
| 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 “PATRICK FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PATRICK FINANCIAL” 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.