Patten and Patten, INC.
Chattanooga, TN·SEC-registered · CRD #105414
Patten and Patten, INC. is an SEC-registered investment advisory firm in Chattanooga, TN managing $2.2B across 2.2k client accounts, with 3 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.2B
Client accounts
2.2k
Advisory staff
3
Fee model
Fee-based
How Patten and Patten, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Patten and Patten, INC.
How much does Patten and Patten, INC. manage?
Per its most recent SEC Form ADV filing (03/16/2026), Patten and Patten, INC. reports $2.2B in regulatory assets under management across roughly 2.2k client accounts.
How does Patten and Patten, INC. charge?
Patten and Patten, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Patten and Patten, INC. a fiduciary?
Yes. Patten and Patten, INC. is registered with the U.S. Securities and Exchange Commission (CRD #105414), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Patten and Patten, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Patten and Patten, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Chattanooga, TN
Profile compiled from Patten and Patten, INC.'s public SEC Form ADV filing (CRD #105414, filed 03/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Patten and Patten, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Patten and Patten, INC.? Claim this profile.