A complete list of active advisors currently associated with Patron Partners, LLC
Warmer can help you find a great advisor at Patron Partners, LLC or one who fits your needs even better.
Patron Partners provides discretionary and non‑discretionary investment management, financial planning and consulting, ERISA-qualified plan consulting, and the selection of third‑party money managers for individuals, high‑net‑worth clients, trusts, qualified retirement plans and institutional investors. The firm offers both ongoing portfolio management and one‑time or periodic financial consultation engagements tailored to client goals. The firm’s investment process blends diversification with both active and passive strategies and employs fundamental, technical, charting and relative‑strength analysis, tactical asset allocation, alternatives, and the use of independent managers. Portfolios are monitored on a continuous basis, and financial consultation deliverables range from written plans to periodic reviews depending on the engagement. As of December 31, 2025 Patron Partners reported approximately $325.7 million in assets under management across about 621 accounts managed by a two‑person ownership team, resulting in a high number of accounts per advisor. The firm also maintains platform relationships that may affect conflicts of interest: it uses OneAscent Financial Services for operations, compliance, trading and technology (with a platform fee arrangement tied to assets on the platform), and several supervised persons are licensed insurance agents who participate on the DPL insurance platform, which provides insurance product access and educational resources.
To learn more about the advisors currently working at Patron Partners, 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 |
|---|---|---|
Houston, TX
| 42
| |
Houston, TX
| 28
|
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