Adam Brock
Patriot Investment Management Group · Knoxville, Tennessee
Adam Brock is a fee-only financial advisor at Patriot Investment Management Group in Knoxville, Tennessee, who holds the CFP credential. Patriot Investment Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Patriot Investment Management Group |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.91B across 4,197 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 5926633 |
| Exams passed | Series 65 (2011) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.patriotinvestment.com |
How Adam's firm compares
- Patriot Investment Management Group's average account is about $454,000, from its Form ADV (assets managed divided by 4,197 accounts).
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Questions about Adam
Is Adam Brock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Patriot Investment Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Patriot Investment Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Brock based?
Adam Brock is based in Knoxville, Tennessee.
What credentials does Adam Brock hold?
Adam Brock holds the CFP credential.
Is Adam Brock registered with the SEC?
Yes. Adam Brock is registered as an investment adviser representative in TN (CRD 5926633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Patriot Investment Management Group manage?
Patriot Investment Management Group reports $1.91B across 4,197 accounts in assets under management.
How do I contact Adam Brock?
Through Adam's website, www.patriotinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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