← Directory
PATTON ALBERTSON MILLER GROUP, LLC
CRD 281558File 801-106877
APPROVED
Retail clients
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | 7 | $101.3M |
| Charitable organizations | 7 | $13.7M |
| High net worth individuals | 369 | $1.45B |
| Pension and profit sharing plans | 2 | $4.9M |
| Individuals (other than high net worth individuals) | 242 | $110.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 602 | 627 | increased by25 |
| Apr 1, 2026 | AUM | $1,542,703,568 | $1,677,765,766 | increased by$135,062,198 |
| Apr 1, 2026 | Accounts | 1,608 | 1,630 | increased by22 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 22 | 23 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 561 | 602 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,184,309,204 | $1,542,703,568 | increased by$358,394,364 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,405 | 1,608 | increased by203 |
| Apr 1, 2022 | Employees | 25 | 22 | decreased by3 |
| Apr 1, 2022 | Clients | 444 | 561 | increased by117 |
| Apr 1, 2022 | AUM | $871,476,587 | $1,184,309,204 | increased by$312,832,617 |
| Apr 1, 2022 | Accounts | 1,176 | 1,405 | increased by229 |
| 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 ALBERTSON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PATTON ALBERTSON” 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.