Patriot Investment Management Group Inc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 1,559
- Avg AUM / client
- $1.2M
- Accounts
- 4,197
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,190 | $327M | 17.2% |
| High net worth individuals | 328 | $1.3B | 66.7% |
| Pension and profit sharing plans | 4 | $4.6M | 0.24% |
| Charitable organizations | 15 | $273M | 14.3% |
| Corporations and other businesses | 22 | $30.3M | 1.59% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Summit Medical Group, Pllc 401(k) Profit Sharing Plan Summit Medical Group, Pllc | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Joseph Bower | Owner | CFP | Feb 2005 (21y) | 10% – 25% |
| John Taylor Wortham | Owner / President / Cco | Jun 2011 (15y) | 50% – 75% | |
| Stephen Alexander Beale | Owner / Secretary | CFP | Aug 2017 (9y) | 10% – 25% |
| Brandon Michael Alley | Owner | Oct 2017 (9y) | 10% – 25% | |
| Laura Lea Bolton | Registered representative | Feb 2005 (21y) | ||
| Jeff Jay Monson | Registered representative | CFP | May 2011 (15y) | |
| Adam Krishna Brock | Registered representative | CFP | Jun 2011 (15y) | |
| Andrew Brett Ellis | Registered representative | CFP Personal Financial Specialist CFA | Oct 2017 (9y) | |
| Brandon Craig Smith | Registered representative | CFP | Mar 2020 (6y) | |
| John Madison Smartt | Registered representative | Mar 2020 (6y) | ||
| David E Palamar | Registered representative | Apr 2021 (5y) | ||
| Amy Lynn Walker | Registered representative | CFP | Feb 2023 (3y) | |
| Grant Bower Murphy | Registered representative | CFP | Jun 2023 (3y) | |
| Michael Wesley Brown | Registered representative | Apr 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Summit Medical Group, Pllc 401(k) Profit Sharing Plan | Summit Medical Group, Pllc | 1,829 | $348M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 997 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • REFERRAL FEES (SOLICITOR FOR OTHER INVESTMENT ADVISER)
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.9B (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗