RIA Intel›Advisers›Ohio›PATRIOT ASSET ADVISORS, LLC

PATRIOT ASSET ADVISORS, LLC

Advisory

PATASKALA, OH

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in OH

#698

of 748 advisers by AUM

Average account

$130K

across 470 accounts

AUM per adviser

$31M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients269

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

269 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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