RIA Intel›Advisers›Florida›PATRIOT SECURITIES LLC

PATRIOT SECURITIES LLC

Advisory

JUPITER, FL

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in FL

#1,839

of 2,610 advisers by AUM

Average account

$275K

across 110 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

47 clients

7 high-net-worth

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

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