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The Patten Group, Inc.

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Client assets under management

$686,565,187

Clients

447

37% high-net worth

Advisors

7

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

64

Typical

Average account size

$1,535,940

About

The Patten Group, Inc. provides wealth management, investment management, financial planning and retirement plan advisory services to individuals (including high net worth clients), families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations and small businesses. The firm serves as a fiduciary and typically manages client portfolios on a discretionary basis.

TPG combines fundamental and technical analysis with quantitative models to build customized portfolios using individual equities, fixed‑income securities, mutual funds, ETFs and, where appropriate, private placements or digital-asset vehicles; it may also implement portions of portfolios through unaffiliated independent managers and offers reporting‑only services for held‑away assets. Portfolios are tailored to each client’s risk tolerance, time horizon and objectives, with periodic rebalancing and reviews (at least quarterly) and the option to retain legacy holdings for tax or fit considerations.

With roughly $725 million in assets under management and a seven-advisor team, TPG is among a small minority of comparable team firms that permit client borrowing features—margin, non‑purpose loans or pledged‑asset lines of credit—on separately managed accounts while noting the firm generally does not buy securities on margin. The firm also frequently maintains login access to held‑away accounts (resulting in constructive custody in some cases), a practice that triggers a surprise annual examination by an independent public accountant.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Multi-generational wealth transfer Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial planning can be charged as a quarterly flat fee retainer or fixed fee based on scope of work

Percentage

0.25% to 1.50% per annum depending on size, complexity and scope of services

Project-based

Financial planning hourly rates ranging from $75 to $450

Subscriptions

Financial planning ongoing flat dollar retainer fee invoiced quarterly in arrears

Other

Minimum fee: Minimum annual management fee of $2,000 per relationship, negotiable at Advisor's discretion Fee-only: Investment management fees based on assets under management; financial planning fees can be hourly, flat fee retainer or fixed fee; retirement plan advisory fees up to 1.50% annually; reporting-only fees $50-$1,000 per annum

Main office location

The Patten Group, Inc.

832 Georgia Avenue, Suite 360

Chattanooga TN 37402, United States

Number of offices

1

Most active in

California · Colorado · District of Columbia · Florida · Georgia · Louisiana · Massachusetts · New Hampshire · New York · North Carolina · Pennsylvania · Tennessee · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christian J

Series 65

Chattanooga, TN

The Patten Group, Inc.

Christian Johnson is a Series 65-licensed financial advisor at The Patten Group, Inc. in Chattanooga, TN, with two years of industry experience. He previously worked at Acumen Wealth Advisors and Patten and Patten before joining The Patten Group. The Patten Group, Inc. provides investment advisory and wealth management services to individuals, families, trusts, retirement plans, and various organizations. The firm employs a long-term investment approach combining fundamental, technical, and quantitative analysis, with portfolios typically including equities, fixed income, mutual funds, and ETFs.

Multi-generational wealth transfer Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

John J

CFA®

Chattanooga, TN

The Patten Group, Inc.

John Jones is a CFA® charterholder with two years of industry experience, currently serving as an advisor at The Patten Group, Inc. in Chattanooga, TN. His prior roles include positions at Happy Feet International, Veritas International, and the Electric Power Board of Chattanooga. The Patten Group, Inc. offers investment advisory and wealth management services to a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach that integrates fundamental, technical, and quantitative analysis while supporting tactical trading and client borrowing arrangements.

Multi-generational wealth transfer Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Kayla C

Series 66

Chattanooga, TN

The Patten Group, Inc.

Kayla Coyle is a financial advisor at The Patten Group, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. before joining The Patten Group in 2023. Prior to her financial career, she was employed at Gold's Gym for six years. The Patten Group, Inc. provides investment advisory and wealth management services to a broad range of clients including individuals, high-net-worth families, trusts, and charitable organizations. The firm’s investment approach combines fundamental, technical, and quantitative analysis with a primarily long-term focus while incorporating tactical trading when appropriate.

Multi-generational wealth transfer Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Adrienne Z

CFP®, Series 65

Chattanooga, TN

The Patten Group, Inc.

Adrienne Zingrich is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. She has been with The Patten Group, Inc. since 2014 and previously worked at Ashlee Patten Group, LLC. The Patten Group, Inc. provides investment advisory and wealth management services to individuals, families, trusts, retirement plans, and various organizations. The firm’s investment process combines fundamental, technical, and quantitative analysis with a long-term focus, using portfolios constructed from equities, fixed income, mutual funds, ETFs, and independent managers when appropriate.

Multi-generational wealth transfer Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Chandler T

Series 65

Chattanooga, TN

The Patten Group, Inc.

Chandler Thurmon is a Series 65-licensed financial advisor at The Patten Group, Inc. in Chattanooga, TN, with six years of industry experience. He has been with The Patten Group since 2018 and previously worked at the University of Tennessee at Chattanooga from 2015 to 2019. The Patten Group, Inc. provides investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a long-term investment approach that combines fundamental, technical, and quantitative analysis, offering customizable portfolios and support for client borrowing arrangements.

Multi-generational wealth transfer Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Grant A

CFA®, Series 65

Chattanooga, TN

The Patten Group, Inc.

Grant Allen is a CFA® charterholder with six years of industry experience. He is currently with The Patten Group, Inc., where he has worked since 2025. His prior roles include positions at Acumen Wealth Advisors, LLC, ACA Compliance Group, and Blue Cross Blue Shield of Tennessee. The Patten Group, Inc. provides investment advisory and wealth management services to a broad client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines fundamental, technical, and quantitative analysis with an emphasis on long-term portfolio management, supplemented by tactical trading when appropriate.

Multi-generational wealth transfer Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Ashlee P

CFA®

Chattanooga, TN

The Patten Group, Inc.

Ashlee Patten is a CFA® charterholder with 11 years of industry experience, currently serving at The Patten Group, Inc. She has been associated with the firm since 2014 and leads the Ashlee Patten Group, LLC. Outside of financial advising, she is involved in agricultural farming as a goat herd caretaker and serves as a trustee and chairperson on standing committees at the University of Chattanooga Foundation. The Patten Group, Inc. provides investment advisory and wealth management services to a diverse client base including individuals, families, trusts, and institutions. The firm employs a primarily long-term investment approach that integrates fundamental, technical, and quantitative analysis, with portfolios typically composed of equities, fixed income, mutual funds, and ETFs.

Multi-generational wealth transfer Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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