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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANKSTON, JODY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BANKSTON, JODY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BANKSTON, JODY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BANKSTON, JODY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BANKSTON, WILLIAM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BANKSTON, WILLIAM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZINGRICH, ADRIENNE, LANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| PATTEN, ASHLEE, BRYAN | I | PRINCIPAL | E | Control |
| PATTEN, ASHLEE, BRYAN | I | PRINCIPAL | E | Control |
| PATTEN, ASHLEE, BRYAN | I | PRINCIPAL | E | Control |
| PATTEN, ASHLEE, BRYAN | I | PRINCIPAL | E | Control |
| PATTEN, ASHLEE, BRYAN | I | PRINCIPAL | E | Control |
| PATTEN, ASHLEE, BRYAN | I | PRINCIPAL | E | Control |
| PATTEN, ASHLEE, BRYAN | I | PRINCIPAL | E | Control |
| PATTEN, ASHLEE, BRYAN | I | PRINCIPAL | E | Control |
| PATTEN, ASHLEE, BRYAN | I | PRINCIPAL | E | Control |
| PATTEN, ASHLEE, BRYAN | I | CEO | E | Control |
| PATTEN, ASHLEE, BRYAN | I | CEO | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
| PATTEN, ZEBOIM, CARTTER | I | PRINCIPAL | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (16)
CA CO DC FL GA IL LA MA NC NH NY PA TN TX VA WA
Address
832 GEORGIA AVENUESUITE 360
CHATTANOOGA, TN 37402
United States
Phone: 423-531-0360