Patron Partners, Llc
- Regulatory AUM
- $326M
- Discretionary
- $326M
- Clients
- 164
- Avg AUM / client
- $2.0M
- Accounts
- 621
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $36.9M | 11.3% |
| High net worth individuals | 86 | $270M | 82.8% |
| Charitable organizations | Fewer than 5 clients | $215K | 0.07% |
| Corporations and other businesses | 5 | $19.0M | 5.83% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Questspecialty Corporation 401(k) Plan Questspecialty Corporation | 2024 | |
| Reytec Construction Resources Inc. 401 K Plan Reytec Construction Resources Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Scott Figueroa | Managing Member | Oct 2020 (6y) | 50% – 75% | |
| Stephen Francis Caton | Managing Member | CFP | Oct 2020 (6y) | 25% – 50% |
| Eldridge, Michelle, Lea | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% 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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Questspecialty Corporation 401(k) Plan | Questspecialty Corporation | 120 | $6.3M | 01/01/2024 |
| Reytec Construction Resources Inc. 401 K Plan | Reytec Construction Resources Inc. | 310 | $4.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.16 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $326M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗