Patriot Investment Management Group Inc

Overview

Patriot Investment Management Group Inc is an SEC registered investment adviser based in Knoxville, TN, registered since 1998. It reports $1.9B in assets under management across 4,197 accounts, with 25 employees. It has 14 investment adviser representatives.

Reported AUM

$1.9B

Discretionary

100%

Accounts

4,197

Average account

$454K

Employees

25

Advisory reps

14

Registered since

1998

Jurisdictions

24

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 4

• John Taylor Wortham Owner, President, Chief Compliance Officer CRD 5927099
• Bradley Joseph Bower Owner CRD 1951391
• Brandon Michael Alley Owner CRD 6287768

1 more executive officer, with direct contact details

Advisory reps 3 of 14

• Brandon Michael Alley Investment Adviser Rep CRD 6287768
• Stephen Alexander Beale Investment Adviser Rep CRD 6081240
• Laura Lea Bolton Investment Adviser Rep CRD 4783395

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

9721 Cogdill Rd Ste 101
Knoxville, TN 37932

County

Knox

Metro area

Knoxville, TN

Region

South

Registrations

• SEC registered
• Registered in 24 jurisdictions

Every state, with registration dates

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