A complete list of active advisors currently associated with Patriot Asset Advisors, LLC
Warmer can help you find a great advisor at Patriot Asset Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Patriot Asset Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pataskala, OH
| 1
| |
Pataskala, OH
| 31
| |
Pataskala, OH
| 19
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")