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Patton Albertson & Miller
Patton Albertson & Miller launched in 2003 when three former SunTrust Bank executives — Jimmy Patton, Marc Albertson, and Bill Miller — converted their...
Patton Albertson & Miller
Patton Albertson & Miller launched in 2003 when three former SunTrust Bank executives — Jimmy Patton, Marc Albertson, and Bill Miller — converted their banking and wealth-management relationships into a fee-only fiduciary practice. The firm is headquartered in Macon, Georgia, with additional offices in Atlanta and Chattanooga, Tennessee. It serves high-net-worth families, business owners, and professionals, offering financial planning that integrates CPAs and legal expertise alongside investment management. The firm allocates across hedge funds, private equity, and real estate — a three-legged mandate executed primarily through fund commitments and direct co-investment structures. Geographic focus remains concentrated in the Southeastern US, with clients clustered in Georgia, Tennessee, and surrounding markets. The firm joined Focus Financial Partners in 2015, gaining operational leverage and access to institutional-grade manager sourcing while retaining its local advisory identity. Clayton, Dubilier & Rice and Stone Point Capital became indirect owners through that partnership. The leadership team includes the three founders, with Jimmy Patton serving as President and CEO. Patton holds governance roles outside the firm: he has served as Treasurer and board member of Leadership Georgia and sits on the Terry College of Business Alumni Board. The firm is also affiliated with the Community Foundation of Central Georgia and the J. Bulow Campbell Foundation, linking its wealth-management practice to regional philanthropic infrastructure. The Atlanta office relocated to Tower Place at 3340 Peachtree Road NE, consolidating the firm's presence in the city's financial district. The firm's structure as a partner-owned practice within the Focus Financial network is its operational differentiator — it combines local family-office intimacy with the back-office scale and deal access of a publicly traded wealth management aggregator. The arrangement preserves the founding team's fee-only fiduciary model while adding centralized compliance, manager research, and a co-investment pipeline unavailable to most standalone Southeastern multi-family offices.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
$1.5B – $2.0B (Altss estimate)
Location
Region
North America
Country
United States
City
Macon
Corporate office
231 Riverside Drive, Suite 105, Macon, GA 31201, United States
Additional offices
3340 Peachtree Rd NE, Suite 2320, Atlanta, GA 30326, United States · 605 Chestnut St, Suite 900, Chattanooga, TN 37450, United States
Principals
Jimmy Patton
President and CEO
Marc Albertson
Principal
Bill Miller
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Patton Albertson & Miller?
The three founders — Jimmy Patton (President and CEO), Marc Albertson (Principal), and Bill Miller (Principal) — lead the firm. All three are former SunTrust executives. The firm describes a team-based approach integrating CPAs and legal experts; specific CIO or investment-committee chair titles beyond the founders are not publicly disclosed.
How does Patton Albertson & Miller source its investment opportunities?
Since joining Focus Financial Partners in 2015, the firm accesses institutional deal flow through Focus's centralized manager-research platform while maintaining its own regional relationships in the Southeast. The firm's investments span hedge funds, private equity, and real estate, with sourcing split between Focus's network and the founders' direct banking and business connections in Georgia and Tennessee.
Is Patton Albertson & Miller a single-family office or does it serve multiple families?
It is a multi-family office serving high-net-worth families, business owners, professionals, and non-profit organizations. The firm was founded as a fee-only fiduciary practice in 2003 and has never operated as a single-family office.
Does Patton Albertson & Miller participate in fund commitments or only direct deals?
The firm invests through both fund commitments and direct vehicles across hedge funds, private equity, and real estate. Its partnership with Focus Financial Partners, backed indirectly by Clayton, Dubilier & Rice and Stone Point Capital, provides access to institutional commingled funds as well as co-investment opportunities.
How is Patton Albertson & Miller related to Focus Financial Partners?
Patton Albertson & Miller became a partner firm of Focus Financial Partners in 2015. Focus provides operational support, compliance infrastructure, and institutional investment access. Through Focus's ownership structure, Clayton, Dubilier & Rice and Stone Point Capital are indirect co-investors in the enterprise.
What philanthropic structures are associated with the firm?
The firm is connected to the Community Foundation of Central Georgia and the J. Bulow Campbell Foundation. Founder Jimmy Patton also maintains governance roles with regional leadership organizations, including past service as Treasurer and board member of Leadership Georgia.
What is Patton Albertson & Miller's posture on co-investing alongside external managers?
The firm's investment strategy includes direct co-investments alongside external managers, particularly in private equity and real estate. The Focus Financial partnership facilitates these opportunities, but the firm does not publicly disclose a distinct co-investment allocation target or dedicated vehicle for co-investments.
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.
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