Investment adviser · CRD 120533

PATTON WEALTH ADVISORS

Investment adviser filing (IA)

PATTON FUND MANAGEMENT, INC.

· Form ADV filed Mar 20, 2026

Regulatory AUM: $977M
Client accounts: 273
Employees: 1
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	2	$641,308,251	65.6%
High-net-worth individuals	84	$269,904,652	27.6%
Retirement plans	10	$43,877,793	4.5%
Individuals	45	$21,617,280	2.2%
Charities	Fewer than 5	$373,688	0.0%
Other clients	Fewer than 5	$119,913	0.0%

Filing source

Form ADV 2060781 · Mar 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PATTON FLEX FUND, LPHedge Fund · Last reported Mar 20, 2026$543MGross asset value

Form D fundraising filings

Patton Flex Fund, L.P.

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHEN & COMPANY HUNT VALLEY, Maryland, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHEN & COMPANY
PCAOB 925

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-2639894873
Reported beneficial owners: 84
Minimum commitment: $250K
Form D file number: 021-147764

Form ADV 2060781 · Mar 20, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AUDACITY FUND, L.P.Hedge Fund · Last reported Mar 20, 2026$95.8MGross asset value

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHEN & COMPANY HUNT VALLEY, Maryland, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHEN & COMPANY
PCAOB 925

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-9274818394
Reported beneficial owners: 20
Minimum commitment: $250K
Form D file number: 021-1806617

Form ADV 2060781 · Mar 20, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PATTON MULTIPLIER FUND, LPHedge Fund · Last reported Mar 13, 2020$16.4MGross asset value

Form D fundraising filings

Patton Multiplier Fund, L.P.

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHEN & COMPANY HUNT VALLEY, Maryland, United States

Custodian INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHEN & COMPANY
PCAOB 93

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-5205613478
Reported beneficial owners: 10
Minimum commitment: $250K
Form D file number: 021-157410

Form ADV 1380184 · Mar 13, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PATTON EDGE PLUS FUND, LPHedge Fund · Last reported Mar 12, 2018$2.9MGross asset value

Form D fundraising filings

Patton Edge Plus Fund, L.P.

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ARTHUR F. BELL, JR. & ASSOCIATES, LLC HUNT VALLEY, Maryland, United States

Custodian INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ARTHUR F. BELL, JR. & ASSOCIATES, LLC
PCAOB 93

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-3041584449
Reported beneficial owners: 9
Minimum commitment: $250K
Form D file number: 021-157412

Form ADV 1189205 · Mar 12, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

CRD 120533

Filing source

Form ADV 2060781 · Mar 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.