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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Patton Albertson Miller Group LLC
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|---|---|
| CRD # | 281558 |
| SEC # | 801-106877 |
| CIK # | 0001511037 |
| AUM | $1.5 B (2025-06-05) |
| Employees | 23 (70% Investors, 0% Brokers) |
| Phone | 423-414-2100 |
| Address | 605 Chestnut Street Chattanooga, TN 37450 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 46.2 | ||
| Apple Inc | 27.4 | ||
| Microsoft Corp | 20.6 | ||
| Broadcom Inc | 16.8 | ||
| Facebook Inc | 15.0 | ||
| Covenant Transportation Group Inc | 14.0 | ||
| J P Morgan Chase & Co | 13.0 | ||
| KLA Tencor Corp | 12.5 | ||
| Quanta Services Inc | 11.3 | ||
| Alphabet Inc | 10.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 84.9 |
| (b) Individuals (high net worth individuals) | 363 | 1,295.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 11.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 151.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,608 | 1,542.7 |
| By Discretionary | ||
| Discretionary | 1,608 | 1,542.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,608 | 1,542.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,542.7 | |
| Total | 1,608 | 1,542.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001511037] |
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