RIA Intel›Advisers›Florida›PATTERSON INVESTMENTS, INC.

PATTERSON INVESTMENTS, INC.

Advisory

DAVIE, FL

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

Rank in FL

#1,392

of 2,610 advisers by AUM

AUM change, 1 year

0.0%

29th percentile in FL

AUM CAGR, 3 year

0.0%

compound annual growth

Average account

$276K

across 302 accounts

AUM per adviser

$83M

1 advisers

Filing history

7

filings since 2009

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

Total AUM

$83M

1-Year AUM Growth

0.0%

3-Year CAGR

0.0%

Employees

1

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients122

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingNov 18, 2009

Latest FilingApr 24, 2026

Full AUM trend chart and 7 historical filings spanning 17+ years

Included with Pro →

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

Moderate risk

Composite band across five pillars

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

37th percentile

Composite rank among FL advisers

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

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Client Demographics

122 clients

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

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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$84M

PECORA CAPITAL LLC

$83M

M&M WEALTH MANAGEMENT, LLC

$83M

WALSH CONSULTING GROUP INC

DAYTONA BEACH, FL

$83M

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