RJ Patterson Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$135,893,539
Clients
189
Advisors
2
of 5 employees
About
RJ Patterson Group serves individual and high‑net‑worth clients, retirement accounts, and some corporate clients with discretionary investment management, financial planning, and participant account management for held‑away retirement plan participants. The firm manages roughly $142 million across about 189 client relationships and also coordinates third‑party managers and outsourced trading platforms as part of its service offering.
The firm applies a fundamental, value‑oriented research process across equities, fixed income, mutual funds and ETFs and implements conservative, moderate and aggressive model allocations tailored to client objectives and restrictions. It routinely uses institutional custody and trading platforms and may deploy third‑party TAMP managers, outsourced trading (Advyzon/AIM) and held‑away account tools (Pontera) to implement and rebalance client portfolios.
Noteworthy features include a declared ownership interest in an affiliated accounting and tax preparation entity (RJP Tax, LLC), which creates reciprocal referral arrangements the firm discloses as a potential conflict of interest. The firm also discloses use of endorsements and promotion of third‑party ratings in its advertising—practices that are uncommon among peers—and notes that its principals maintain separate broker‑dealer and insurance relationships that can generate commission compensation.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees may apply for certain financial planning and consultation services; estimated fees provided at engagement start
$0 - $5,000,000: 1.00% annually $5,000,001 - $8,000,000: 0.90% annually $8,000,001 - $10,000,000: 0.80% annually $10,000,001+: Negotiable
Securities and insurance sales generate commissions and other transaction-based compensation to registered representative; separate from advisory fees
Hourly rate for financial planning and consultation $250 per hour
Emerging Professional Program subscription charged $250 per month
Account minimum: $500,000 Fee-only: Financial Planning and Consultations fees charged on hourly or flat fee basis; hourly fee $250; Emerging Professional Program $250/month (waived for investment clients with portfolios $500,000 or more)
Main office
402 West Broadway, Suite 2600
San Diego CA 92101
Advisors at this office
2
Most active in
California · Louisiana · Texas
Also doing business as
Patterson, Robert James · Rj Patterson Capital Investment Group Inc. · Rj Patterson Capital Investment Group, Inc · Rj Patterson Group · Rjpcig
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Malek H
Series 65
San Diego, CA
RJ Patterson Group
Malek Hage Hassan is an advisor at RJ Patterson Group with a Series 65 credential and no prior industry experience. His diverse work history includes roles at Sprouts, Axos Invest, and educational institutions such as the University of San Diego and Mira Mar Community College. RJ Patterson Group serves individual and high-net-worth clients, retirement accounts, and some corporate clients with discretionary investment management and financial planning. The firm manages approximately $142 million across about 189 client relationships and employs a fundamental, value-oriented research process tailored to varying client objectives.
Robert P
Series 66
San Diego, CA
RJ Patterson Group
Robert Patterson is a financial advisor with RJ Patterson Group in San Diego, CA, holding a Series 66 credential and 27 years of industry experience. His prior roles include positions at Merrill, Citigroup Global Markets, Morgan Stanley, and Daniel Wealth Advisors. Patterson also serves as CEO of RJ Patterson Capital Investment Group, Inc., where he manages financial planning and investment management services. RJ Patterson Group serves individual and high-net-worth clients, retirement accounts, and some corporate clients with discretionary investment management and financial planning. The firm applies a fundamental, value-oriented research process across multiple asset classes and utilizes institutional custody and trading platforms combined with third-party managers and tools to tailor portfolios to client objectives.
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