Patriot Advisory Group

Patriot Advisory Group LLC, doing business as Quantum Capital, provides discretionary investment supervisory services and financial planning to individuals, high‑net‑worth individuals, and individually owned trusts. The firm manages a range of asset types — including exchange‑traded and over‑the‑counter equities, exchange‑traded funds, equity options, mutual funds, certificates of deposit, and fixed life/annuity products — and requires clients to sign an investment advisory agreement before services begin.

The adviser uses multiple methods of analysis, including charting, fundamental and technical research, and implements portfolios with long‑term, short‑term and trading strategies (including trading horizons of 30 days or less) consistent with clients’ objectives and risk tolerances. Patriot recommends Charles Schwab for custody and execution, may aggregate trades into block orders for multiple accounts, and notes that clients who direct brokerage elsewhere may not be able to participate in block trades.

Noteworthy for a firm of its size, Patriot combines traditional discretionary portfolio management (about $22.6 million in discretionary AUM across roughly 116 client accounts) with licensed insurance sales — certain supervised persons may sell life, long‑term care and fixed annuity products and earn commissions in addition to asset‑based advisory fees, a potential conflict the firm says it addresses through its fiduciary policies. The firm also discloses that it does not participate in wrap fee programs or charge performance‑based fees.