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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

PATTON WEALTH ADVISORS

PATTON FUND MANAGEMENT, INC., CRD 120533

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a92d673-b940-9ee5-d6ce-89e8740effc0

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
On other graphs: 0
Observed: Mar 15, 2012 to Mar 20, 2026
44 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.3 fund_share=0.66 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $977MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $977M
Private client RAUM: $292MderivedItem 5.D individuals plus high net worth individuals
Private client share: 30%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $977Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 273
Individual clients: 45
High net worth clients: 84
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $639M
SEC number: 801-88211
CRD: 120533
Filings on the tape: 44
First filed: Mar 15, 2012
Latest filed: Mar 20, 2026
Organised: Corporation, IN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK ALLEN PATTON	n/a	DALLAS, TX	13	33	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PATTON FLEX FUND, LP	Hedge Fund	$543M	Mar 20, 2026	84	Mar 15, 2012	reported	021-147764
AUDACITY FUND, L.P.	Hedge Fund	$95.8M	Mar 20, 2026	21	Apr 7, 2020	reported	021-1806617
PATTON MULTIPLIER FUND, LP	Hedge Fund	$16.4M	Mar 13, 2020	10	Mar 15, 2012	dropped	021-157410
PATTON EDGE PLUS FUND, LP	Hedge Fund	$2.9M	Mar 12, 2018	9	Mar 15, 2012	dropped	021-157412

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PATTON, MARK, ALLEN	PRESIDENT, CCO, TREASURER AND	E	yes	04/2002	Mar 20, 2026	Mar 20, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PATTON FUND PARTNERS 3, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$977M	$977M	1	1	0	2	n/a
2024	Mar 14, 2025	$671M	$671M	1	1	0	2	n/a
2023	Mar 13, 2024	$594M	$594M	2	1	0	2	$330M
2022	Mar 13, 2023	$438M	$438M	2	1	0	2	$242M
2021	Mar 28, 2022	$435M	$435M	2	1	0	2	$160M
2020	Feb 19, 2021	$267M	$267M	2	1	0	2	$144M
2019	Mar 13, 2020	$339M	$339M	2	1	0	2	$198M
2018	Feb 28, 2019	$292M	$292M	2	1	0	2	$198M
2017	Feb 1, 2018	$414M	$321M	2	1	0	3	$111M
2016	Mar 8, 2017	$182M	$182M	2	1	n/a	3	$16.5M
2015	Mar 21, 2016	$220M	$137M	3	1	n/a	3	$16.5M
2011	May 8, 2012	$44.2M	$35.5M	n/a	n/a	n/a	3	$16.5M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$977M	$671M	45.6%	$438M	30.7%	1	1	0	0

Relationships

Advises (4)

→ AUDACITY FUND, L.P.Private fundHedge Fund, IA
Apr 7, 2020 to presentfactForm ADV
→ PATTON FLEX FUND, LPPrivate fundHedge Fund, IA
Mar 15, 2012 to presentfactForm ADV
→ PATTON MULTIPLIER FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 15, 2012 to Mar 13, 2020factForm ADV
→ PATTON EDGE PLUS FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 15, 2012 to Mar 12, 2018factForm ADV

Registered with (1)

← MARK ALLEN PATTONAdvisorregistration: current employment
Sep 28, 2012 to presentfactForm ADV

Controls (1)

← PATTON, MARK, ALLENOwnerPRESIDENT, CCO, TREASURER AND SECRETARY; DIRECTOR; SOLE SHAREHOLDER, ownership code E, individual
Mar 15, 2012 to Mar 13, 2024factForm ADV

Dated events

Occurred
Mar 20, 2026
Regulatory AUM changed
Patton Wealth Advisors reported RAUM $977.2M, up 46% from $671.1M (2025-12-11 to 2026-03-20)
Form ADVobserved 5 days ago
$306M
Occurred
Mar 13, 2024
Regulatory AUM changed
Patton Wealth Advisors reported RAUM $593.6M, up 36% from $438.0M (2023-04-10 to 2024-03-13)
Form ADVobserved 5 days ago
$156M
Occurred
Mar 28, 2022
Regulatory AUM changed
Patton Wealth Advisors reported RAUM $434.9M, up 63% from $266.8M (2021-11-04 to 2022-03-28)
Form ADVobserved 5 days ago
$168M
Occurred
Feb 28, 2019
Regulatory AUM changed
Patton Wealth Advisors reported RAUM $291.5M, down 30% from $414.1M (2019-01-25 to 2019-02-28)
Form ADVobserved 5 days ago
$-123M
Occurred
Feb 1, 2018
Regulatory AUM changed
Patton Wealth Advisors reported RAUM $414.1M, up 127% from $182.3M (2017-12-11 to 2018-02-01)
Form ADVobserved 5 days ago
$232M
Occurred
Apr 1, 2015
First Form ADV filing
Patton Fund Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a92d673-b940-9ee5-d6ce-89e8740effc0
First observed: Mar 15, 2012
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PATTON WEALTH ADVISORS

PATTON FUND MANAGEMENT, INC., CRD 120533

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a92d673-b940-9ee5-d6ce-89e8740effc0

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK ALLEN PATTON

n/a

DALLAS, TX

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PATTON FLEX FUND, LP

Hedge Fund

$543M

Mar 20, 2026

Mar 15, 2012

reported

021-147764

AUDACITY FUND, L.P.

Hedge Fund

$95.8M

Mar 20, 2026

Apr 7, 2020

reported

021-1806617

PATTON MULTIPLIER FUND, LP

Hedge Fund

$16.4M

Mar 13, 2020

Mar 15, 2012

dropped

021-157410

PATTON EDGE PLUS FUND, LP

Hedge Fund

$2.9M

Mar 12, 2018

Mar 15, 2012

dropped

021-157412

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PATTON, MARK, ALLEN

PRESIDENT, CCO, TREASURER AND

yes

04/2002

Mar 20, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PATTON FUND PARTNERS 3, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$977M

n/a

2024

Mar 14, 2025

$671M

n/a

2023

Mar 13, 2024

$594M

$330M

2022

Mar 13, 2023

$438M

$242M

2021

Mar 28, 2022

$435M

$160M

2020

Feb 19, 2021

$267M

$144M

2019

Mar 13, 2020

$339M

$198M

2018

Feb 28, 2019

$292M

$198M

2017

Feb 1, 2018

$414M

$321M

$111M

2016

Mar 8, 2017

$182M

n/a

$16.5M

2015

Mar 21, 2016

$220M

$137M

n/a

$16.5M

2011

May 8, 2012

$44.2M

$35.5M

n/a

$16.5M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$977M

$671M

45.6%

$438M

30.7%