# Patriot Investment Management Group

Patriot Investment Management Group is a Bank / Wealth / Trust based in Knoxville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Knoxville, United States
- **Region:** North America
- **Address:** Knoxville, TN, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** patriotinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/patriot-investment-managment-group-inc-

## Regulatory record

- **CRD number:** 112155
- **SEC file number:** 801-55500
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112155

## About

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.

## Related profiles

- [Patrick M. Sweeney & Associates](https://altss.com/profile/patrick-m-sweeney-associates)
- [Patron Partners](https://altss.com/profile/patron-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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