Patton Albertson Miller Group LLC

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Patton Albertson Miller Group LLC
CRD #281558
SEC #801-106877
CIK #0001511037
AUM $1.0 BB (2023-03-29)
Employees 23 (57% Investors, 0% Brokers)
Phone423-414-2100
Address605 Chestnut Street
Chattanooga, TN 37450
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
120096072048024002010201420192024
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 - 2024
13F-HR [0001511037]
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Sheaff Brock Investment Advisors LLC
IN 1.0
Mill Capital Management LLC
NC 1.0
Abbrea Capital LLC
CA 1.0
Redswan PC Inc
TX 1.0
Banyan Tree Asset Management LLC
CA 1.0
Professional Advisory Services Inc
FL 1.0
Rossmore Private Capital LLC
CT 1.0
Baldwin Investment Management LLC
PA 1.0
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