# PATTEN AND PATTEN, INC.

PATTEN AND PATTEN, INC. of CHATTANOOGA, TN is an SEC-registered investment adviser.

## Registration

- CRD: 105414
- Type: SEC-registered investment adviser
- SEC file number: 801-11499
- Location: 555 WALNUT STREET, SUITE 280, CHATTANOOGA, TN, 37402
- Phone: 423.756.3480
- Latest filing: 2026-03-16
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $20.4M
- Clients: 13
- Accounts: 2,156

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Raymond Vincent Ryan | CHAIRMAN / CHIEF EXECUTIVE OFFICER / PRESIDENT | — |
| Mark Christopher Fleck | PRINCIPAL / PORTFOLIO MANAGER | — |
| William Frederick Austin Decosimo | PRINCIPAL / PORTFOLIO MANAGER | — |
| Stephanie P Graham | PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | Chattanooga, TN |
| PATTEN ZEBOIM CARTTER | CHAIRMAN; CHAIRMAN OF THE BOARD | — |
| PATTEN WORCESTER ALLEN BRYAN | CHAIRMAN; PRESIDENT | — |
| ROBBINS FRANK MIX | SENIOR VICE-PRESIDENT; SENIOR VICE-PRESIDENT, SECRETARY | — |
| CRUMBLISS JAMES CLAY | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/TREASURER; VICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| RYAN RAYMOND VINCENT | CHAIRMAN / CHIEF EXECUTIVE OFFICER / PRESIDENT; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| ROBBINS FRANK | SENIOR VICE-PRESIDENT | — |
| FLECK MARK CHRISTOPHER | PRINCIPAL; PRINCIPAL / PORTFOLIO MANAGER | — |
| Decosimo William Frederick Austin | PRINCIPAL / PORTFOLIO MANAGER | — |
| GRAHAM STEPHANIE P | PRINCIPAL / CHIEF FINANCIAL OFFICER; PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER; PRINCIPAL / CPA | — |
| Moore Grant George | CHIEF COMPLIANCE OFFICER | — |
| CLARK WILL S | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105414/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105414/similar
- Related entities: https://search.stillhousedata.com/firm/105414/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105414

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.