# Patriot Advisory Group

Patriot Advisory Group is a RIA based in Knoxville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Knoxville, United States
- **Region:** North America
- **Address:** 1 New Hampshire Ave, Suite 125, Portsmouth, NH 03801, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** www.patriotadvisory.com

## About

Patriot Management is an SEC-registered investment adviser in Knoxville, TN, registered since 1998. The firm manages $1.9 billion in assets, with $1.9 billion on a discretionary basis. It has 25 employees and 16 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## People

- Mark Berube — Founder
- David Ocasio — Advisor to Mark Berube

## Questions

### Who runs investment decisions at Patriot Advisory Group?

Mark Berube, founder and principal, leads the firm's investment decisions. He is supported by advisor David Ocasio, who brings nearly 20 years of financial services experience. The firm operates with a small team of four professionals (per firm website).

### Does Patriot Advisory Group participate in fund commitments or only direct deals?

Patriot Advisory Group's investment approach is not detailed in terms of fund commitments vs. direct deals. The firm states it utilizes a dynamic investment approach with uncommon transparency and provides hedge fund counsel, but no specific fund or direct deal participation is disclosed (per firm website).

### What investment stages does Patriot Advisory Group typically target?

Patriot Advisory Group does not publicly disclose specific investment stage targets. The firm's services emphasize strategic wealth management for individuals and families, with a focus on financial and estate planning rather than venture-stage investing (per firm website).

### Which sectors does Patriot Advisory Group explicitly avoid?

Patriot Advisory Group does not publicly disclose any sectors it explicitly avoids. The firm's website emphasizes a tailored approach to each client's needs without listing excluded sectors (per firm website).

## Related profiles

- [Mtheory](https://altss.com/profile/mtheory)
- [GX Acquisition Corp.](https://altss.com/profile/gx-acquisition-corp)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/patriot-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology