# PATRIOT ADVISORS, INC.

PATRIOT ADVISORS, INC. of EXTON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 107060
- Type: SEC-registered investment adviser
- SEC file number: 801-55777
- Location: 717 CONSTITUTION DRIVE, SUITE 104, EXTON, PA, 19341
- Phone: 610-458-3378
- Latest filing: 2004-10-01
- Regulatory AUM: $194.2M
- Non-discretionary AUM: $194.2M
- Clients: 11
- Accounts: 136

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Tyler Bailey Robert | SENIOR VICE PRESIDENT | Galveston, TX |
| SWALLOW MICHAEL FRANCIS | TREASURER | — |
| FRANCIS BERNARD ALLEN | DIRECTOR | — |
| LESSMAN JANICE TROJAN | EXECUTIVE VICE PRESIDENT & DIRECTOR | — |
| FOSTER JAMES HOMER | DIRECTOR & SECRETARY | — |
| PAULUS THOMAS DOCHERTY | PRESIDENT; PRESIDENT, DIRECTOR | — |
| LEE MICHAEL | VICE PRESIDENT | — |
| PAINTER JAY ALAN | VICE PRESIDENT | — |
| SUMMERS DAVID LYNN | VICE PRESIDENT | — |
| HORSTMAN JEFFREY HALE | DIRECTOR; PRES/DIR/SHAREHOLDER; PRESIDENT, SECRETARY, TREASURER, DIRECTOR (+2 more) | — |
| FORDE PATRICK JOSEPH | PRES/SCTY/TREAS/DIR | — |
| SILLIMAN RICHARD WARREN | VICE PRES/DIRECTOR; VICE PRES/DIR/SHAREHOLDER; VICE PRESIDENT | — |
| ELKO RICHARD A | CHAIRMAN | — |
| BLUME JAMES | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107060/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107060/similar
- Related entities: https://search.stillhousedata.com/firm/107060/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107060

---

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.