Fee-only adviser · Naples, FL
Patrumin Investors, LLC
Patrumin Investors, LLC is a fee-only investment adviser registered with the securities regulators of Florida, New Jersey, with its main office in Naples, Florida. On its latest Form ADV, filed August 7, 2026, it reports $24M in regulatory assets under management, 49 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, New Jersey |
|---|---|
| Firm CRD number | 170454 |
| Office | Airport Professional Center 3811 Airport RD. North, Suite 201A Naples, FL 34105 |
| Phone | (844) 728-7864 |
| Website | www.patrumin.com |
| Regulatory assets under management | $24M |
| Individual clients | 30 non-high-net-worth, 19 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 7, 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.
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- Andrew Hill Investment Advisors, Inc. $231M
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See all 36 fee-only advisers in Naples →
Nearby
- Bonita Springs 4 firms
- Estero 2 firms
- Fort Myers 9 firms
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