# THE PATTEN GROUP, INC.

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

## Registration

- CRD: 168255
- Type: SEC-registered investment adviser
- SEC file number: 801-78354
- Location: 832 GEORGIA AVENUE, CHATTANOOGA, TN, 37402
- Phone: 423-531-0360
- Latest filing: 2026-03-13
- Regulatory AUM: $725.1M
- Discretionary AUM: $722.5M
- Non-discretionary AUM: $2.6M
- Clients: 11
- Accounts: 1,398

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Adrienne Lana Zingrich | CHIEF COMPLIANCE OFFICER | — |
| Ashlee Bryan Patten | CEO | — |
| PATTEN ZEBOIM CARTTER | PRINCIPAL | — |
| PATTEN WORCESTER ALLEN BRYAN | PRINCIPAL | — |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| ZINGRICH ADRIENNE LANA | CHIEF COMPLIANCE OFFICER | — |
| BANKSTON WILLIAM JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| BANKSTON JODY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168255/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168255/similar
- Related entities: https://search.stillhousedata.com/firm/168255/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168255

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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.