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| Patton Albertson Miller Group LLC
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|---|---|
| CRD # | 281558 |
| SEC # | 801-106877 |
| CIK # | 0001511037 |
| AUM | 1,677.8 M (2026-03-24) |
| Employees | 23 (70% Investors, 0% Brokers) |
| Phone | 423-414-2100 |
| Address | 605 Chestnut Street Chattanooga, TN 37450 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 47.4 | ||
| Apple Inc | 34.1 | ||
| KLA Tencor Corp | 18.5 | ||
| Microsoft Corp | 17.2 | ||
| Alphabet Inc | 16.9 | ||
| Covenant Transportation Group Inc | 15.8 | ||
| Quanta Services Inc | 13.8 | ||
| Broadcom Inc | 13.5 | ||
| Applied Materials Inc /DE | 13.0 | ||
| J P Morgan Chase & Co | 12.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 110.7 |
| (b) Individuals (high net worth individuals) | 369 | 1,447.2 |
| (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 | 2 | 4.9 |
| (h) Charitable organizations | 7 | 13.7 |
| (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 | 7 | 101.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,630 | 1,677.8 |
| By Discretionary | ||
| Discretionary | 1,630 | 1,677.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,630 | 1,677.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,677.8 | |
| Total | 1,630 | 1,677.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001511037] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 7 |
| Serves | Institutional, Retail |
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|---|---|---|
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