Stephen Beale
Patriot Investment Management Group · Knoxville, Tennessee
Stephen Beale 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, TX · CRD 6081240 |
| Exams passed | Series 65 (2017) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.patriotinvestment.com |
How Stephen'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 Stephen
Is Stephen Beale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, Patriot Investment Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Beale based?
Stephen Beale is based in Knoxville, Tennessee.
What credentials does Stephen Beale hold?
Stephen Beale holds the CFP credential.
Is Stephen Beale registered with the SEC?
Yes. Stephen Beale is registered as an investment adviser representative in TN and TX (CRD 6081240), 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 Stephen Beale?
Through Stephen'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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