Patriot Asset Advisors, LLC

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Client assets under management

$59,962,901

Clients

268

12% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$223,742

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $2,000,000: 1.000% $2,000,001 - $5,000,000: 0.850% $5,000,001 - above: 0.600%

Commissions

IARs may earn commissions from insurance products sold separately

Other

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 location

Patriot Asset Advisors, LLC

7889 E Broad St Sw

Pataskala OH 43062, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 614-944-5225

Advisors at this firm

Jonathan T

Series 63, Series 66

Pataskala, OH

Patriot Asset Advisors, LLC

Jonathan Taylor is a financial advisor at Patriot Asset Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Summit Brokerage Services. He also maintains a life insurance producer role, integrating life insurance into financial planning for clients. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a value-oriented approach with strategic and tactical asset allocation models. The firm offers a proprietary concentrated equity portfolio, employs derivatives and option strategies within managed accounts, and conducts public educational seminars and workshops.

Active portfolio management Options & derivatives strategies

Michael A

Series 65, Series 66

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. He previously worked at Discover Financial Services and currently supervises product distribution at Victoria's Secret. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, model allocation strategies, and a proprietary equity portfolio. The firm uses a value-oriented approach and incorporates derivatives and option strategies in managed accounts, along with public educational seminars and workshops.

Active portfolio management Options & derivatives strategies

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.

Active portfolio management Options & derivatives strategies

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