Data / Investment advisers / California / RJ Patterson Group
RJ Patterson Group, San Diego, CA: $142 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
RJ Patterson Group is an SEC registered investment adviser with its main office in San Diego, California and reports $142 million in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 281752
- SEC file number
- 801-136552
- SEC status
- Approved, effective June 22, 2026
- Legal name
- RJ Patterson Capital Investment Group Inc.
- Main office
- 402 West Broadway Suite 2600, San Diego, CA 92101
- Phone
- (619) 331-4133
- Website
- rjpattersongroup.com
- Regulatory AUM
- $142,396,919 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $142,396,919
- Accounts
- 521
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $88.8 million |
| Individuals (other than high net worth individuals) | 157 | $47.1 million |
| Pension and profit sharing plans | 8 | $6.5 million |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Torrey Wealth, LLC | San Diego | $176.7 million | Not listed | adviserinfo.sec.gov |
| Zermatt Wealth Partners | San Diego | $158.4 million | Not listed | adviserinfo.sec.gov |
| Finec Asset Management | San Diego | $157 million | Not listed | adviserinfo.sec.gov |
| Merrithew & Thorsten, Inc. | San Diego | $155 million | Not listed | adviserinfo.sec.gov |
| Decision Investments, Inc. | San Diego | $154.9 million | Not listed | adviserinfo.sec.gov |
| Sikorski Wealth Management, LLC | San Diego | $139.6 million | Not listed | adviserinfo.sec.gov |
| Goldman Wealth Management | San Diego | $120 million | Not listed | adviserinfo.sec.gov |
| 7 Streets Financial, LLC | San Diego | $88.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- RJ Patterson Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.