# Patrick Financial Group

Patrick Financial Group is a Bank / Wealth / Trust based in Brighton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brighton, United States
- **Region:** North America
- **Address:** 824 W Grand River Rd, Brighton, MI 48116, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** patrickfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/patrick-financial-group

## Regulatory record

- **CRD number:** 124610
- **SEC file number:** 801-80932
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124610

## About

Patrick Financial Group is a Michigan-registered investment advisor based in Brighton. The firm provides financial planning, portfolio management, and tax planning to individuals and high-net-worth individuals. Its model centers on giving clients access to several actively managed, no-load portfolios, rather than constructing proprietary funds, positioning the firm as an allocator and advisor on third-party manager selection. The firm's strategy is defined by a continuous planning philosophy aimed at wealth creation and preservation. Clients are guided into pre-selected actively managed portfolios, with an emphasis on having a defined exit plan in place before market disruptions occur. The practice operates solely from its Brighton office, serving a local and regional client base with a focus on personal-level service and tax-aware advice. The office is located at 824 W Grand River Rd, Brighton, MI 48116, with contact listed through A Lezotte. No additional offices, team size, or assets under management are publicly disclosed. The firm does not publicize participation in institutional co-investments, fund commitments, or club deal platforms, and its website makes no reference to adjacent philanthropic vehicles or operating companies. The firm's structure as a single-office, registered investment advisor distinguishes it from larger multi-family offices or institutional asset managers. It does not originate investments or manage pooled vehicles, instead serving as an access point to third-party portfolios. This architecture places succession risk and client concentration as central governance considerations, given the firm's referral to only one named individual and no published ownership transition plan.

## People

- A Lezotte — Contact

## Questions

### Where does Patrick Financial Group's underlying client wealth come from?

The firm does not disclose the origin of its clients' wealth. Its location in Brighton, Michigan, and description of services suggest a local and regional client base, but no specific industry or professional concentration is publicly known.

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- [Patricia Industries](https://altss.com/profile/patricia-industries)
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Last updated: 2026-06-03T20:00:00.000Z

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