THE PATTEN GROUP, INC.
CRD #168255 SEC #801-78354 CHATTANOOGA, TN 423-531-0360
SEC Registered
Total AUM
$619.8M
Discretionary
$617.2M
Employees
10
Clients
51
Accounts
1,296
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $619.8M | $617.2M | $2.6M | 10 | 36 |
| Mar 2025 | $619.8M | $617.2M | $2.6M | 10 | 36 |
| Feb 2024 | $531.3M | $528.9M | $2.4M | 10 | 18 |
| Oct 2023 | $450.5M | $447.5M | $3M | 11 | 28 |
| Apr 2023 | $450.5M | $447.5M | $3M | 11 | 28 |
| Mar 2023 | $450.5M | $447.5M | $3M | 11 | 28 |
| Mar 2022 | $511.6M | $511.6M | $0 | 13 | 15 |
| Mar 2021 | $439.6M | $437.3M | $2.3M | 13 | 15 |
| Jun 2020 | $405.5M | $403.1M | $2.4M | 15 | 2 |
| Feb 2020 | $405.5M | $403.1M | $2.4M | 15 | 2 |
| Feb 2020 | $344M | $340.8M | $3.2M | 14 | 0 |
| Nov 2019 | $344M | $340.8M | $3.2M | 14 | 0 |
| Sep 2019 | $344M | $340.8M | $3.2M | 14 | 0 |
| Mar 2019 | $344M | $340.8M | $3.2M | 15 | 0 |
| Apr 2018 | $384.3M | $380.9M | $3.4M | 11 | 0 |
| Mar 2018 | $384.3M | $380.9M | $3.4M | 11 | 0 |
| Apr 2017 | $339.2M | $334.6M | $4.6M | 11 | 300 |
| Mar 2017 | $339.2M | $334.6M | $4.6M | 10 | 300 |
| Dec 2016 | $310.7M | $306.4M | $4.4M | 10 | 300 |
| Apr 2016 | $310.7M | $306.4M | $4.4M | 7 | 300 |
| Mar 2016 | $310.7M | $306.4M | $4.4M | 8 | 300 |
| Feb 2016 | $326.4M | $322M | $4.4M | 8 | 300 |
| Feb 2016 | $326.4M | $322M | $4.4M | 8 | 300 |
| Mar 2015 | $326.4M | $322M | $4.4M | 8 | 300 |
| Jul 2014 | $0 | $0 | $0 | 2 | 0 |
| Mar 2014 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$619.8M
Discretionary$617.2M
Non-Disc.$2.6M
Employees10
Clients36
DateMar 2025
Total AUM$619.8M
Discretionary$617.2M
Non-Disc.$2.6M
Employees10
Clients36
DateFeb 2024
Total AUM$531.3M
Discretionary$528.9M
Non-Disc.$2.4M
Employees10
Clients18
DateOct 2023
Total AUM$450.5M
Discretionary$447.5M
Non-Disc.$3M
Employees11
Clients28
DateApr 2023
Total AUM$450.5M
Discretionary$447.5M
Non-Disc.$3M
Employees11
Clients28
DateMar 2023
Total AUM$450.5M
Discretionary$447.5M
Non-Disc.$3M
Employees11
Clients28
DateMar 2022
Total AUM$511.6M
Discretionary$511.6M
Non-Disc.$0
Employees13
Clients15
DateMar 2021
Total AUM$439.6M
Discretionary$437.3M
Non-Disc.$2.3M
Employees13
Clients15
DateJun 2020
Total AUM$405.5M
Discretionary$403.1M
Non-Disc.$2.4M
Employees15
Clients2
DateFeb 2020
Total AUM$405.5M
Discretionary$403.1M
Non-Disc.$2.4M
Employees15
Clients2
DateFeb 2020
Total AUM$344M
Discretionary$340.8M
Non-Disc.$3.2M
Employees14
Clients0
DateNov 2019
Total AUM$344M
Discretionary$340.8M
Non-Disc.$3.2M
Employees14
Clients0
DateSep 2019
Total AUM$344M
Discretionary$340.8M
Non-Disc.$3.2M
Employees14
Clients0
DateMar 2019
Total AUM$344M
Discretionary$340.8M
Non-Disc.$3.2M
Employees15
Clients0
DateApr 2018
Total AUM$384.3M
Discretionary$380.9M
Non-Disc.$3.4M
Employees11
Clients0
DateMar 2018
Total AUM$384.3M
Discretionary$380.9M
Non-Disc.$3.4M
Employees11
Clients0
DateApr 2017
Total AUM$339.2M
Discretionary$334.6M
Non-Disc.$4.6M
Employees11
Clients300
DateMar 2017
Total AUM$339.2M
Discretionary$334.6M
Non-Disc.$4.6M
Employees10
Clients300
DateDec 2016
Total AUM$310.7M
Discretionary$306.4M
Non-Disc.$4.4M
Employees10
Clients300
DateApr 2016
Total AUM$310.7M
Discretionary$306.4M
Non-Disc.$4.4M
Employees7
Clients300
DateMar 2016
Total AUM$310.7M
Discretionary$306.4M
Non-Disc.$4.4M
Employees8
Clients300
DateFeb 2016
Total AUM$326.4M
Discretionary$322M
Non-Disc.$4.4M
Employees8
Clients300
DateFeb 2016
Total AUM$326.4M
Discretionary$322M
Non-Disc.$4.4M
Employees8
Clients300
DateMar 2015
Total AUM$326.4M
Discretionary$322M
Non-Disc.$4.4M
Employees8
Clients300
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0