# David B. Patston, CPA, CFA

David B. Patston, CPA, CFA is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 131673
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131673

## About

David B. Patston, CPA, CFA is a state-registered investment adviser in Denver, CO. The firm manages $96 million in assets and $84 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## People

- David B. Patston — Principal

## Related profiles

- [Poehling Capital Management](https://altss.com/profile/poehling-capital-management-inc)
- [Legato Capital Management](https://altss.com/profile/legato-capital-management-llc)

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Last updated: 2026-07-06T01:24:15.093Z

Canonical page: https://altss.com/profile/david-b-patston-cpa-cfa

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