Patrick Financial Group LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$169,755,497
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
603
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
603
Very HighAverage account size
$281,518
About
Patrick Financial Group, LLC is a registered investment adviser that provides investment advisory and portfolio management services to individuals, trusts, foundations and charitable organizations. The firm offers a comprehensive fact-finding process and ongoing portfolio supervision, primarily implementing discretionary strategies using no-load mutual funds and ETFs.
It develops written client profiles and investment plans to guide asset allocation, rebalancing and risk tolerances, and delivers ongoing reviews while using third‑party technology and administrative support from Orion/OPS and custodial and trading services through Charles Schwab. Portfolios range from conservative income‑focused allocations to aggressive growth mixes, and the firm advises on legacy or employer‑sponsored assets that may be held outside the primary custodian.
This firm is notable for an unusually high client load for a small adviser team — one advisor oversees 603 clients and approximately $170.4 million in discretionary AUM — and for operational affiliations that affect service delivery: it is a wholly owned affiliate of Accounting & Tax Solutions, Inc., absorbed the client base and AUM of a former affiliated adviser (ATS) in 2026, and its investment adviser representatives may also be appointed insurance agents and receive commissions for insurance sales, a disclosed potential conflict the firm seeks to manage through written policies and client disclosures.
Client services
Portfolio management
Expertise
Retirement income strategy
Annuities
Concentrated stock management
Wealth management
Occupation focus
Retired
Fee options
$0.00 - $50,000.00: 0.45% $50,000.01 - $100,000.00: 0.35% $100,000.01 - $250,000.00: 0.20% $250,000.01 - $500,000.00: 0.175% $500,000.01+: 0.15%
Account minimum: $50,000
Main office location
Patrick Financial Group LLC.
Millpond Parke Office Building, 824 West Grand River Avenue
Brighton MI 48116, United States
Number of offices
1
Most active in
Patrick Financial Group LLC. has reported serving >5 clients in these states in the last 12 months.
Florida · Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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