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They include 369 high-net-worth individuals, 242 individual clients and 7 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Patton Albertson Miller Group offer?","answer":"Patton Albertson Miller Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, divorce planning, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Patton Albertson Miller Group charge?","answer":"Patton Albertson Miller Group charges 0.50%–1.00% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"PATTON ALBERTSON MILLER GROUP LLC 2A DISCLOSURE BROCHURE 26SEP30, filed 30 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Patton Albertson Miller Group use?","answer":"Patton Albertson Miller Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $637M and Charles Schwab & Co., Inc. (San Francisco, CA), with $624M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Patton Albertson Miller Group have?","answer":"Patton Albertson Miller Group has 16 investment adviser representatives registered with state securities authorities, out of 23 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Patton Albertson Miller Group invest in?","answer":"At the end of its last fiscal year, Patton Albertson Miller Group’s separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 7% pooled vehicles (private funds and similar), 6% investment grade corporate bonds, 4% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Patton Albertson Miller Group?","answer":"Patton Albertson Miller Group is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owners are Focus Operating, LLC (75% or more) and Jennifer McCarthy (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Patton Albertson Miller Group get paid?","answer":"Patton Albertson Miller Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Patton Albertson Miller Group?","answer":"Patton Albertson Miller Group’s main office is at 605 Chestnut Street, Suite 900, Chattanooga, TN 37450. Its phone number is 423-414-2100. 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