# Patriot Advisory Group

Patriot Advisory Group is a RIA based in Portsmouth.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portsmouth
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** patriotadvisorygroup.com
- **LinkedIn:** https://www.linkedin.com/company/patriot-advisory-group

## Regulatory record

- **CRD number:** 120649
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-07T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120649

## About

Patriot Advisory Group is a wealth management firm and Registered Investment Advisory firm that listens first and advises second. It is a fee-based fiduciary serving individuals, couples, and families, with services suited to a strategic, tailor-made approach to investing. The firm specializes in complex financial situations such as estate and divorce planning and hedge fund counsel, and utilizes a dynamic investment approach with uncommon transparency. As of 2024 it works exclusively with referred clients.

## People

- Mark Berube — ChFC®, CLU®
- Samantha Anlauf — Marketing Assistant
- Nicholas Adams — Director of Operations

## Related profiles

- [DIVI-VEST ADVISORS](https://altss.com/profile/divi-vest-advisors)
- [BIAS INVESTORS](https://altss.com/profile/bias-investors)

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Last updated: 2026-08-11T15:07:41.444Z

Canonical page: https://altss.com/profile/patriot-advisory-group

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