PATRIOT ASSET ADVISORS, LLC

PATRIOT ASSET ADVISORS, LLC of PATASKALA, OH is an SEC-registered investment adviser (CRD 293632). Regulatory assets under management: $61.3M.

Registration

• CRD: 293632
• Type: Registered investment adviser
• Location: 7889 E BROAD ST SW, PATASKALA, OH, 43062
• Phone: 614-944-5225
• Latest filing: 2026-02-24
• Regulatory AUM: $61.3M
• Discretionary AUM: $61.3M
• Clients: 2
• Accounts: 470

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293632 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search