Fee-only adviser · Jupiter, FL
Patriot Securities LLC
Patriot Securities LLC is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Jupiter, Florida. On its latest Form ADV, filed January 22, 2026, it reports $30M in regulatory assets under management, 47 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 270023 |
| Office | 4600 Military Trail Suite 222 Jupiter, FL 33458 |
| Phone | (561) 249-9795 |
| Website | Not listed |
| Regulatory assets under management | $30M |
| Individual clients | 40 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 22, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Jupiter
- Core Wealth Management, Inc. $405M
- Cayside Partners $438M
- Daniels D'amelio Investment Management Group, LLC $51M
- Fortuna Investors LLC $21M
- Pelican Financial Planning and Wealth, PLLC $26M
- Pinder Financial, LLC $700K
See all 11 fee-only advisers in Jupiter →
Nearby
- Palm Beach Gardens 20 firms
- North Palm Beach 4 firms
- Juno Beach 2 firms
- Riviera Beach 1 firm
- West Palm Beach 21 firms
- Royal Palm Beach 1 firm
- Palm Beach 9 firms
- Stuart 9 firms
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