# Patton Wealth Advisors

Patton Wealth Advisors is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 1992
- **Assets under management:** $153M (per firm website, 2026)
- **Website:** pattonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/mark-patton-5771a11

## Regulatory record

- **CRD number:** 120533
- **SEC file number:** 801-88211
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0

## About

Founded in 1992, Patton Wealth Advisors operates as a boutique registered investment advisor out of Dallas, Texas. The firm positions itself as a 'quarterback' for independent-minded investors, serving high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The advisor is founder-owned and managed, though the specific principals are not publicly named in the available source material. Patton's investment approach centers on a proprietary 'Super-Diversification' framework that blends multiple asset classes beyond traditional stocks, bonds, and cash. The firm cites a research-driven, quantitative process designed to eliminate behavioral randomness, with the flagship Super-Diversification Flex Growth Strategy launched in February 2010. As of mid-2026, the composite for that strategy represented approximately $153M in client assets (per the firm's website, 2026). Rather than measuring against a single market index like the S&P 500, Patton benchmarks its performance against the ARC Private Client Index, an aggregate of over 350,000 actual investor portfolios managed by 138 investment managers. The firm serves clients across the United States from its single Dallas headquarters. The Flex Growth Strategy composite included assets totaling roughly $153M as of the latest reporting period, making it a modest-sized player in the RIA space. The firm discloses that a portion of client portfolios employs leverage, which has materially impacted reported performance figures. Patton offers a performance-based fee option to Qualified Clients, where fees are tied to outperformance of a competitor index. No additional office locations, spinout vehicles, or philanthropic foundations are disclosed. Patton's structural differentiator is its choice of benchmark. By pegging its success to the ARC Private Client Index — a composite of professionally managed multi-asset portfolios — the firm reframes performance relative to peers rather than a passive market. This creates a built-in narrative for client retention: the measure of success is beating other advisors, not the S&P 500. The firm reinforces this with a long-running proprietary model that, since 2010, has been applied consistently across its principal strategy.

## Questions

### What is the 'Super-Diversification' strategy that Patton employs?

Super-Diversification is Patton's proprietary multi-asset quantitative strategy, implemented in its flagship Flex Growth Strategy since February 2010. The approach blends numerous asset classes beyond traditional stocks and bonds, using a research-driven, rules-based process designed to avoid behavioral biases. Exact portfolio weights and constituent asset classes are not publicly disclosed, but the firm emphasizes that the strategy has employed leverage on a portion of client portfolios, which has materially influenced reported returns.

### Does Patton Wealth Advisors manage money on a performance-fee basis?

Yes. Patton offers a performance-based fee option to Qualified Clients, as defined by SEC rules. Under this structure, clients pay an advisory fee only when Patton outperforms a designated index of competitor returns. The firm cautions that this arrangement can meaningfully impact individual client net performance. The performance composite shown on the website already reflects the deduction of all actual management fees, performance fees, and transaction costs.

### Is Patton Wealth Advisors open to new investors across all its strategies?

Not all strategies are open. The website notes that the 'Patton 45' strategy, which inceptioned in April 2001, is closed to new investors. The firm's current flagship strategies — Patton Edge, Patton Flex, and Audacity (launched April 2020) — appear to be open, but Patton emphasizes that its approach caters to 'independent-minded investors' who can tolerate a differentiated, long-term path.

## Related profiles

- [Patterson Partners](https://altss.com/profile/patterson-partners)
- [Paul Capital](https://altss.com/profile/paul-capital)

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Updated: 2026-08-11T02:43:31.692Z

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