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RPATA, LLC
CRD 285598 · SEC 801-125001
KY, United States
Phone
901-421-6300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$74.2M
Discretionary AUM
$70.8M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $15.7M |
| High net worth individuals | 4 | $41.6M |
| Pension/profit sharing plans | 5 | $16.9M |
States served
KY, MS, TN
All web addresses on file
Official SEC filing: View on IAPD