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RJ PATTERSON GROUP
RJ PATTERSON CAPITAL INVESTMENT GROUP INC.
CRD 281752 · SEC 801-136552
402 WEST BROADWAY, SUITE 2600, SAN DIEGO, CA, 92101, United States
Phone
619-331-4133
Fax
619-684-3911
Registration
— (—)
Source
State registered
Total AUM
$142.4M
Discretionary AUM
$142.4M
Team
5 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; SUBSCRIPTION FEES
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $47.1M |
| High net worth individuals | 32 | $88.8M |
| Pension/profit sharing plans | 8 | $6.5M |
All web addresses on file
Official SEC filing: View on IAPD