P
Patriot Securities LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,300,000
Clients
47
15% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$644,681
About
Patriot Securities LLC provides fee‑based, discretionary investment advisory services to individuals, trusts and small business entities, delivering custom portfolio management rather than wrap‑fee programs. The firm states it tailors advice through meetings and conversations with clients and does not impose an account minimum.
The adviser describes a tactical allocation approach aimed at reducing risk and increasing performance, using fundamental and cyclical analysis across client portfolios and employing exchange‑listed securities, corporate and municipal debt, mutual funds and ETFs. The firm may use cash positions or ETFs as hedges and will, on occasion, recommend specific stocks to alter sector weightings or increase dividend potential, with discretionary trading authority and quarterly reviews.
The brochure highlights that director Joseph D. LaBanz founded the firm in 2015 after senior roles at Wells Fargo Advisors, Wachovia Securities and Janney Montgomery Scott and that neither the firm nor its management has disciplinary history. Patriot reports no material industry affiliations, does not accept third‑party sales compensation, and does not vote client proxies (clients retain voting authority), with custody limited to authorized fee deductions.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$1,000 - $99,999: 1.50% $100,000 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000+: 0.75%
Main office location
Patriot Securities LLC
4600 Military Trail, Suite 222
Jupiter FL 33458, United States
Number of offices
1
Most active in
Patriot Securities LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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