Patriot Investment Management Group INC

About Patriot Investment Management Group INC

<p>Founded in 1993 by Brad Bower, Patriot Investment Management Group Inc has built its practice around fee-only, fiduciary advice delivered as an SEC-registered investment advisor.</p> <p>Headquartered in Knoxville in East Tennessee, the firm works with individuals and institutions from its single office. It has 26 employees and reported $1.9B in assets under management as of 2026. Patriot Investment Management Group focuses on clear planning conversations and disciplined investment management tied to each client’s stated objectives.</p> <p>For retirement plans, the firm provides 3(21) fiduciary support, giving sponsors ongoing investment guidance while the plan sponsor retains final decision-making authority. The firm is also a NAPFA member, which aligns with its fee-only approach and emphasis on acting in clients’ best interests.</p> <p>What sets Patriot Investment Management Group apart is its long-running, Knoxville-based team that pairs a fee-only model with hands-on 3(21) plan advice for sponsors who want support without outsourcing final control.</p> <ul> <li>Advisor: SEC-registered, fee-only investment advisor</li> <li>Retirement plan service: 3(21) fiduciary investment advice (see <a href="/plan-advisors">plan advisors</a>)</li> <li>Founded: 1993 (by Brad Bower)</li> <li>Team size: 26 employees</li> <li>Reported assets under management: $1.9B (2026)</li> </ul>

Website: https://www.patriotinvestment.com/

Founded: 1993

Employees: 26