# Patriot Investment Management Group INC
Source: https://planprovider.pro/provider/patriot-investment-management-group-inc

> Founded in 1993 by Brad Bower, Patriot Investment Management Group Inc has built its practice around fee-only, fiduciary advice delivered as an SEC-registere…

Retirement Plan Advisor

Knoxville, TN

## 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/](https://www.patriotinvestment.com/)

Founded: 1993

Employees: 26

## Office Locations

- Knoxville, TN (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.9B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN|
SUMMIT MEDICAL GROUP, PLLC, TN|
$348M|
1,829|

| PROVISION HEALTH PARTNERS 401(K) PLAN|
PROVISION HEALTH PARTNERS, LLC, TN|
$12M|
53|

## Other Retirement Plan Advisors in TN

- [HUB Retirement and Private Wealth](https://planprovider.pro/provider/hub-retirement-and-private-wealth) - Austin, TX

- [Sageview Advisory Group](https://planprovider.pro/provider/sageview-advisory-group) - Newport Beach, CA

- [Raymond James Financial](https://planprovider.pro/provider/raymond-james-financial-inc) - St. Petersburg, FL

- [Innovative Advisory Partners, LLC](https://planprovider.pro/provider/innovative-advisory-partners-llc) - Hixson, TN

- [Mccay Wealth Advisory LLC](https://planprovider.pro/provider/mccay-wealth-advisory-llc) - Manchester, TN

- [Tyner Capital Management Investment Counsel, Inc.](https://planprovider.pro/provider/tyner-capital-management-investment-counsel-inc) - Bridgeport, TN

- [Luken Investment Analytics, LLC](https://planprovider.pro/provider/luken-investment-analytics-llc) - Brentwood, TN

- [Hhm Wealth Advisors, LLC](https://planprovider.pro/provider/hhm-wealth-advisors-llc) - Chattanooga, TN

- [Abound Wealth Management, LLC](https://planprovider.pro/provider/abound-wealth-management-llc) - Franklin, TN

- [Creekside Capital, Inc.](https://planprovider.pro/provider/creekside-capital-inc) - Knoxville, TN

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/patriot-investment-management-group-inc)

&copy; 2026 PlanProvider.Pro