|
⚲
|
| RJ Patterson Capital Investment Group Inc
✚
|
|
|---|---|
| CRD # | 281752 |
| SEC # | 801-136552 |
| CIK # | |
| AUM | $142.4 M (2026-06-02) |
| Employees | 5 (40% Investors, 20% Brokers) |
| Phone | 619-331-4133 |
| Address | 402 West Broadway San Diego, CA 92101 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 47.1 |
| (b) Individuals (high net worth individuals) | 32 | 88.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 6.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 521 | 142.4 |
| By Discretionary | ||
| Discretionary | 521 | 142.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 521 | 142.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.4 | |
| Total | 521 | 142.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Appian Way Financial LLC
✚
|
CA | 0.1 |
|
Ultra Advisory Group LLC
✚
|
CA | 0.1 |
|
VCP Financial LLC
✚
|
NY | 0.1 |
|
Vista CIMA Wealth Management LLC
✚
|
0.1 | |
|
Castleton Partners LLC
✚
|
0.1 | |
|
J L Perkins Wealth Management LLC
✚
|
GA | 0.1 |
|
Heydorn Stone Capital Management LLC
✚
|
NY | 0.1 |
|
Fortress Financial Solutions LLC
✚
|
AZ | 0.1 |
|
Love Your Life LLC DBA Freedom Asset Management
✚
|
WA | 0.1 |
|
Kennondale Capital Management LLC
✚
|
VA | 0.1 |