PATTON FUND MANAGEMENT, INC.
Legal name: PATTON WEALTH ADVISORS
CRD #120533 SEC #801-88211 214-234-9900
SEC Registered Private Funds
Total AUM
$671.1M
Discretionary
$671.1M
Employees
1
Clients
26
Accounts
262
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $671.1M | $671.1M | $0 | 1 | 24 |
| Aug 2025 | $671.1M | $671.1M | $0 | 1 | 24 |
| Mar 2025 | $671.1M | $671.1M | $0 | 1 | 24 |
| Mar 2024 | $593.6M | $593.6M | $0 | 2 | 43 |
| Apr 2023 | $438M | $438M | $0 | 2 | 59 |
| Mar 2023 | $438M | $438M | $0 | 2 | 59 |
| Mar 2022 | $434.9M | $434.9M | $0 | 2 | 0 |
| Mar 2022 | $434.9M | $434.9M | $0 | 2 | 0 |
| Nov 2021 | $266.8M | $266.8M | $0 | 2 | 0 |
| Aug 2021 | $266.8M | $266.8M | $0 | 2 | 0 |
| Aug 2021 | $266.8M | $266.8M | $0 | 2 | 0 |
| Aug 2021 | $266.8M | $266.8M | $0 | 2 | 0 |
| Feb 2021 | $266.8M | $266.8M | $0 | 2 | 0 |
| Sep 2020 | $339M | $339M | $0 | 2 | 0 |
| Jun 2020 | $339M | $339M | $0 | 2 | 0 |
| Jun 2020 | $339M | $339M | $0 | 2 | 0 |
| Apr 2020 | $339M | $339M | $0 | 2 | 0 |
| Mar 2020 | $339M | $339M | $0 | 2 | 0 |
| Apr 2019 | $291.5M | $291.5M | $0 | 2 | 0 |
| Apr 2019 | $291.5M | $291.5M | $0 | 2 | 0 |
| Mar 2019 | $291.5M | $291.5M | $0 | 2 | 0 |
| Feb 2019 | $291.5M | $291.5M | $0 | 2 | 0 |
| Jan 2019 | $414.1M | $321.2M | $92.9M | 2 | 133 |
| Sep 2018 | $414.1M | $321.2M | $92.9M | 2 | 133 |
| May 2018 | $414.1M | $321.2M | $92.9M | 2 | 133 |
| Mar 2018 | $414.1M | $321.2M | $92.9M | 2 | 133 |
| Mar 2018 | $414.1M | $321.2M | $92.9M | 2 | 133 |
| Feb 2018 | $414.1M | $321.2M | $92.9M | 2 | 133 |
| Dec 2017 | $182.3M | $182.3M | $0 | 2 | 20 |
| Jun 2017 | $182.3M | $182.3M | $0 | 2 | 115 |
| May 2017 | $182.3M | $182.3M | $0 | 2 | 115 |
| Mar 2017 | $182.3M | $182.3M | $0 | 2 | 115 |
| Oct 2016 | $214.6M | $132.4M | $82.2M | 3 | 100 |
| Mar 2016 | $219.6M | $137.4M | $82.2M | 3 | 100 |
| Nov 2015 | $201.5M | $113.7M | $87.8M | 5 | 100 |
| Nov 2015 | $201.5M | $113.7M | $87.8M | 5 | 100 |
| Apr 2015 | $201.5M | $113.7M | $87.8M | 5 | 100 |
| Apr 2015 | $201.5M | $113.7M | $87.8M | 5 | 100 |
| Sep 2012 | $44.2M | $35.5M | $8.7M | 1 | 26 |
| Sep 2012 | $44.2M | $35.5M | $8.7M | 1 | 26 |
| May 2012 | $44.2M | $35.5M | $8.7M | 1 | 26 |
| Mar 2012 | $44.2M | $35.5M | $8.7M | 1 | 26 |
| Mar 2012 | $44.2M | $35.5M | $8.7M | 1 | 26 |
| Mar 2011 | $28.8M | $24.9M | $3.9M | 5 | -- |
| Mar 2011 | $28.8M | $24.9M | $3.9M | 5 | -- |
| Mar 2010 | $25.2M | $25.2M | $0 | 5 | -- |
| Mar 2009 | $28.2M | $28.2M | $0 | 5 | -- |
| Mar 2008 | $57.5M | $57.5M | $0 | 5 | -- |
| Feb 2008 | $50.3M | $50.3M | $0 | 5 | -- |
| Mar 2007 | $50.3M | $50.3M | $0 | 5 | -- |
| Mar 2006 | $46.3M | $46.3M | $0 | 5 | -- |
| Sep 2005 | $37.9M | $37.9M | $0 | 5 | -- |
| Mar 2004 | $14.3M | $14.3M | $0 | 5 | -- |
DateDec 2025
Total AUM$671.1M
Discretionary$671.1M
Non-Disc.$0
Employees1
Clients24
DateAug 2025
Total AUM$671.1M
Discretionary$671.1M
Non-Disc.$0
Employees1
Clients24
DateMar 2025
Total AUM$671.1M
Discretionary$671.1M
Non-Disc.$0
Employees1
Clients24
DateMar 2024
Total AUM$593.6M
Discretionary$593.6M
Non-Disc.$0
Employees2
Clients43
DateApr 2023
Total AUM$438M
Discretionary$438M
Non-Disc.$0
Employees2
Clients59
DateMar 2023
Total AUM$438M
Discretionary$438M
Non-Disc.$0
Employees2
Clients59
DateMar 2022
Total AUM$434.9M
Discretionary$434.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$434.9M
Discretionary$434.9M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$266.8M
Discretionary$266.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$266.8M
Discretionary$266.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$266.8M
Discretionary$266.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$266.8M
Discretionary$266.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$266.8M
Discretionary$266.8M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$339M
Discretionary$339M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$339M
Discretionary$339M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$339M
Discretionary$339M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$339M
Discretionary$339M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$339M
Discretionary$339M
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$291.5M
Discretionary$291.5M
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$291.5M
Discretionary$291.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$291.5M
Discretionary$291.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$291.5M
Discretionary$291.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$414.1M
Discretionary$321.2M
Non-Disc.$92.9M
Employees2
Clients133
DateSep 2018
Total AUM$414.1M
Discretionary$321.2M
Non-Disc.$92.9M
Employees2
Clients133
DateMay 2018
Total AUM$414.1M
Discretionary$321.2M
Non-Disc.$92.9M
Employees2
Clients133
DateMar 2018
Total AUM$414.1M
Discretionary$321.2M
Non-Disc.$92.9M
Employees2
Clients133
DateMar 2018
Total AUM$414.1M
Discretionary$321.2M
Non-Disc.$92.9M
Employees2
Clients133
DateFeb 2018
Total AUM$414.1M
Discretionary$321.2M
Non-Disc.$92.9M
Employees2
Clients133
DateDec 2017
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees2
Clients20
DateJun 2017
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees2
Clients115
DateMay 2017
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees2
Clients115
DateMar 2017
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees2
Clients115
DateOct 2016
Total AUM$214.6M
Discretionary$132.4M
Non-Disc.$82.2M
Employees3
Clients100
DateMar 2016
Total AUM$219.6M
Discretionary$137.4M
Non-Disc.$82.2M
Employees3
Clients100
DateNov 2015
Total AUM$201.5M
Discretionary$113.7M
Non-Disc.$87.8M
Employees5
Clients100
DateNov 2015
Total AUM$201.5M
Discretionary$113.7M
Non-Disc.$87.8M
Employees5
Clients100
DateApr 2015
Total AUM$201.5M
Discretionary$113.7M
Non-Disc.$87.8M
Employees5
Clients100
DateApr 2015
Total AUM$201.5M
Discretionary$113.7M
Non-Disc.$87.8M
Employees5
Clients100
DateSep 2012
Total AUM$44.2M
Discretionary$35.5M
Non-Disc.$8.7M
Employees1
Clients26
DateSep 2012
Total AUM$44.2M
Discretionary$35.5M
Non-Disc.$8.7M
Employees1
Clients26
DateMay 2012
Total AUM$44.2M
Discretionary$35.5M
Non-Disc.$8.7M
Employees1
Clients26
DateMar 2012
Total AUM$44.2M
Discretionary$35.5M
Non-Disc.$8.7M
Employees1
Clients26
DateMar 2012
Total AUM$44.2M
Discretionary$35.5M
Non-Disc.$8.7M
Employees1
Clients26
DateMar 2011
Total AUM$28.8M
Discretionary$24.9M
Non-Disc.$3.9M
Employees5
Clients--
DateMar 2011
Total AUM$28.8M
Discretionary$24.9M
Non-Disc.$3.9M
Employees5
Clients--
DateMar 2010
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$50.3M
Discretionary$50.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$50.3M
Discretionary$50.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$46.3M
Discretionary$46.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees5
Clients--