# THE ADVISORY GROUP OF SAN FRANCISCO, LLC

THE ADVISORY GROUP OF SAN FRANCISCO, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108110
- Type: SEC-registered investment adviser
- SEC file number: 801-56848
- Location: 44 MONTGOMERY ST. SUITE 300, SAN FRANCISCO, CA, 94104
- Phone: 415-977-1200
- Latest filing: 2026-03-18
- Regulatory AUM: $809.9M
- Discretionary AUM: $809.9M
- Clients: 9
- Accounts: 392

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Roger Bruce Patterson | FOUNDER/MEMBER | — |
| Gregory Hayes Patterson | MEMBER, CHIEF EXECUTIVE OFFICER | — |
| Lisette Chassey Smith | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | — |
| PATTERSON ROGER B | MEMBER, PRESIDENT | — |
| PATTERSON GREGORY H | CHIEF COMPLIANCE OFFICER & CEO; MEMBER, CHIEF EXECUTIVE OFFICER; MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| RAMSDEN NAOMI ROBINSON | CHIEF COMPLIANCE OFFICER; LEGAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| SMITH LISETTE CHASSEY | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR; CHIEF OPERATIONS OFFICER | — |
| PATTERSON ROGER BRUCE | FOUNDER/MEMBER; MEMBER; MEMBER, PRESIDENT | — |
| PATTERSON GREGORY HAYES | MEMBER; MEMBER, CHIEF EXECUTIVE OFFICER; MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108110/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108110/similar
- Related entities: https://search.stillhousedata.com/firm/108110/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108110

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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.