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PATTON ALBERTSON MILLER GROUP, LLC

CRD 281558File 801-106877
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.68B
Top 25% of cohort (national)
Discretionary AUM
$1.68B
Clients
627
1,630 accounts
Employees
23
Top 25% of cohort in TN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Oct 20, 2015
Principal office
605 CHESTNUT STREET, SUITE 900, CHATTANOOGA, TN, 37450
Phone
423-414-2100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.68B
Discretionary AUM
$1.68B
Non-discretionary AUM
$0
Discretionary accounts
1,630
Non-discretionary accounts
0
Total accounts
1,630
AUM per client
$2.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other7$101.3M
Charitable organizations7$13.7M
High net worth individuals369$1.45B
Pension and profit sharing plans2$4.9M
Individuals (other than high net worth individuals)242$110.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for businesses
  • 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
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.