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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 Aug 17, 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 |
|---|---|---|---|
| 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.