Investment adviser · CRD 281752
RJ PATTERSON GROUP
Investment adviser filing (IA)
RJ PATTERSON CAPITAL INVESTMENT GROUP INC.
SAN DIEGO, CA, United States · Form ADV filed Jun 2, 2026
- Regulatory AUM
- $142M Form ADV · Item 5.F
- Client accounts
- 521 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 32 | $88,831,446 | 62.4% |
| Individuals | 157 | $47,062,093 | 33.0% |
| Retirement plans | 8 | $6,503,380 | 4.6% |
Filing source
Form ADV 2110443 · Jun 2, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
402 WEST BROADWAY, SUITE 2600SAN DIEGO, CA, 92101, United States
CRD 281752
Filing source
Form ADV 2110443 · Jun 2, 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.