Patriot Asset Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$59,962,901
Clients
268
Advisors
3
of 3 employees
About
Patriot Asset Advisors provides investment advisory and financial planning services to individual and high‑net‑worth clients, including portfolio management, model allocation strategies, referrals to third‑party managers, and a proprietary Patriot Revere Opportunity Portfolio (PROP). The firm also offers educational seminars and workshops to the public, associations, family foundations and employers on an impersonal basis.
The adviser emphasizes a value‑oriented approach across strategic and tactical asset‑allocation models and may rebalance portfolios to client objectives; it also offers a concentrated, opportunistic PROP equity model that typically holds 15–35 issuers with market capitalizations generally above $10 billion and may at times hold a large cash position. In separately managed accounts the firm may employ derivatives and option strategies (including covered and uncovered options, spreads), margin and short sales as part of its investment implementation, and it uses model portfolios and third‑party platforms (e.g., Pontera and SEI) to implement and manage assets.
Distinctive features from the brochure include the explicit use of derivatives and option strategies within managed accounts—a practice that is relatively uncommon among peers—and the routine offering of public workshops and employer/association presentations. The firm also operates its concentrated PROP model through an institutional relationship with an execution custodian and supports held‑away account management via third‑party platforms, alongside referral arrangements with sub‑advisors and money managers.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.000% $2,000,001 - $5,000,000: 0.850% $5,000,001 - above: 0.600%
IARs may earn commissions from insurance products sold separately
Minimum fee: Minimum fixed fee for financial planning services generally $250 Fee-only: Financial planning services offered on fixed fee basis ranging from $250 to $5,000
Main office
7889 E Broad St SW
Pataskala OH 43062
Advisors at this office
3
Most active in
Ohio
Also doing business as
Patriot Advisors · Patriot Advisors, LLC · Patriot Asset Advisors, LLC · Taylor, Jonathan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jonathan T
Series 63, Series 66
Pataskala, OH
Patriot Asset Advisors, LLC
Jonathan Taylor is a financial advisor with Patriot Asset Advisors, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He previously worked at Summit Brokerage Services from 2015 to 2018. Taylor also provides life insurance as part of his financial planning services. Patriot Asset Advisors offers investment advisory and financial planning services to individual and high-net-worth clients, featuring a value-oriented investment approach, a proprietary concentrated equity model, and the use of derivatives and option strategies within managed accounts. The firm also conducts educational seminars and workshops for the public and various organizations.
Michael A
Series 66, Series 65
Pataskala, OH
Patriot Asset Advisors, LLC
Michael Allman is an advisor at Patriot Asset Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Patriot Asset Advisors, he worked at Discover Financial Services for six years and currently holds a supervisory role at Victoria's Secret. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing value-oriented asset allocation models and a concentrated proprietary equity portfolio. The firm employs derivatives and option strategies in managed accounts and offers public educational seminars and workshops.
Richard S
CFP®, Series 63
Pataskala, OH
Patriot Asset Advisors, LLC
Richard Stocker is a CFP® with 31 years of industry experience and currently serves as an advisor at Patriot Asset Advisors, LLC. He previously worked at Cetera and Summit Brokerage Services. In addition to his advisory role, he is the owner of Patriot Insurance Advisors, LLC, and serves as Treasurer for the Licking County Coalition. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, using a value-oriented approach that includes strategic and tactical asset allocation models and a proprietary concentrated equity portfolio. The firm also offers public educational seminars and workshops for various organizations.
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