Updated:
Patriot Investment Management Group
Founded in 1993 and headquartered in Knoxville, Tennessee, Patriot Investment Management Group provides wealth management and advisory services to a client...
Patriot Investment Management Group
Founded in 1993 and headquartered in Knoxville, Tennessee, Patriot Investment Management Group provides wealth management and advisory services to a client base that includes individuals, high-net-worth families, and closely held businesses. The firm's longevity — stretching more than three decades — places it among the longer-tenured independent RIAs in the Tennessee market. Its positioning as a local advisor reflects the fragmented, relationship-centric structure that characterizes the registered investment advisor channel in second- and third-tier US metropolitan areas. The firm does not appear to pursue direct private equity, venture capital, or real-asset strategies in the manner of large multi-family offices, making it a relatively conventional RIA within its market. Geographic reach is regional, serving the Knoxville metropolitan area and broader eastern Tennessee. The firm operates without a publicly reported AUM figure or disclosed professional headcount, which is consistent with a smaller advisory practice that manages private client relationships rather than institutional mandates. No additional offices, philanthropic foundations, or alternative investment vehicles are publicly associated with the firm. Its public footprint is limited, reflecting a practice built on personal networks rather than marketing scale. Patriot's primary structural differentiator is its age and independence. An RIA founded in 1993 in a mid-sized Southeastern city has survived multiple market cycles, the shift to fee-based advice, and waves of broker-dealer consolidation — all while remaining privately held and locally rooted.
General information
Firm type
Bank / Wealth / Trust
Year founded
1993
Location
Region
North America
Country
United States
City
Knoxville
Corporate office
Knoxville, TN, United States
Frequently asked questions
What is Patriot Investment Management Group?
Patriot Investment Management Group is a bank / wealth / trust headquartered in Knoxville, United States.
When was Patriot Investment Management Group founded?
Patriot Investment Management Group was founded in 1993.
Where is Patriot Investment Management Group headquartered?
Patriot Investment Management Group is headquartered in Knoxville, United States, in the North America region.
What does Altss track for Patriot Investment Management Group?
Altss maintains an OSINT-verified profile of Patriot Investment Management Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Patriot Investment Management Group's website?
Patriot Investment Management Group's public website is patriotinvestment.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Patriot Investment Management Group?
Patriot Investment Management Group is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Patriot Investment Management Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Patriot Investment Management Group's Altss profile last updated?
Patriot Investment Management Group's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: