PATRIOT INVESTMENT MANAGEMENT GROUP INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.91B |
| Discretionary | $1.90B100% of AUM |
| Non-Discretionary | $7.1M |
| Client Accounts | 4,197 |
| Avg Account Size | $454K |
| Employees | 25 |
| Peak AUM | $1.91BFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.9B | +13.0% | +10.5% | +7.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.91B |
| Discretionary | $1.90B |
| Employees | 25 |
| Client Accounts | 4197 |
| Client Range | 11-25 |
Contact & Location
Address
9721 COGDILL ROAD
KNOXVILLE TN 37932
Phone
865-777-2479
Filing History
73 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.9B
99.6% of AUM
Non-Discretionary
$7M
0.4% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance Company