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| Patton Albertson Miller Group LLC
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|---|---|
| CRD # | 281558 |
| SEC # | 801-106877 |
| CIK # | 0001511037 |
| AUM | $1.0 BB (2023-03-29) |
| Employees | 23 (57% Investors, 0% Brokers) |
| Phone | 423-414-2100 |
| Address | 605 Chestnut Street Chattanooga, TN 37450 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001511037 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 20.0 | |
| Covenant Transportation Group Inc | 386.7 | 10.0 | |
| Nvidia Corp | 399,550.0 | 9.9 | |
| Coca Cola Co | 269,985.6 | 8.8 | |
| Danaher Corp /DE/ | 183,136.1 | 8.5 | |
| Cisco Systems Inc | 178,309.9 | 6.8 | |
| CVS Caremark Corp | 122,214.0 | 6.7 | |
| Chevron Corp | 294,604.1 | 6.4 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 6.4 | |
| Microsoft Corp | 1,918,222.4 | 6.3 | |
| Quanta Services Inc | 17,834.3 | 6.3 | |
| Home Depot Inc | 277,648.0 | 5.9 | |
| Pfizer Inc | 284,248.0 | 5.8 | |
| McKesson Corp | 46,168.4 | 5.8 | |
| Valero Energy Corp/Tx | 47,441.2 | 5.6 | |
| KLA Tencor Corp | 49,261.0 | 5.5 | |
| United Rentals Inc /DE | 17,758.9 | 5.5 | |
| J P Morgan Chase & Co | 340,169.2 | 5.5 | |
| Alphabet Inc | 1,475,138.5 | 5.1 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 53.6 |
| (b) Individuals (high net worth individuals) | 358 | 955.5 |
| (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 | 5 | 8.2 |
| (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 | 23.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,485 | 1,040.2 |
| By Discretionary | ||
| Discretionary | 1,485 | 1,040.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,485 | 1,040.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,040.2 | |
| Total | 1,485 | 1,040.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001511037] |
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|---|---|---|
|
Asset Advisors Investment Management LLC
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|
GA | 1.1 |
|
Healthequity Advisors LLC
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UT | 1.1 |
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Sheaff Brock Investment Advisors LLC
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IN | 1.0 |
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NC | 1.0 |
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Abbrea Capital LLC
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CA | 1.0 |
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TX | 1.0 |
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Banyan Tree Asset Management LLC
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CA | 1.0 |
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Professional Advisory Services Inc
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FL | 1.0 |
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Rossmore Private Capital LLC
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CT | 1.0 |
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Baldwin Investment Management LLC
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PA | 1.0 |