Chandler A. Thurmon

THE PATTEN GROUP

Chattanooga, TN 37402

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CRD#: 7208319

Professional summary

Chandler Andrew Thurmon is a registered financial advisor currently at THE PATTEN GROUP, INC. located in Chattanooga, Tennessee.

Chandler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Chandler has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chandler Andrew Thurmon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 24, 2020 - Present

THE PATTEN GROUP, INC.

Office #1: 832 Georgia Avenue Suite 360, Chattanooga, TN 37402

RIA

CRD#: 168255

Chattanooga, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE PATTEN GROUP, INC.

TACTICAL ADVISOR 12, LLC | THE PATTEN GROUP, INC.

CRD#: 168255 / SEC#: 801-78354

RIA

Registered Investment Advisory firm - (7/29/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(1/24/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/24/2020

Uniform Investment Adviser Law Examination

Current Firm

THE PATTEN GROUP, INC.

TACTICAL ADVISOR 12, LLC | THE PATTEN GROUP, INC.

CRD#: 168255 / SEC#: 801-78354

RIA

Registered Investment Advisory firm - (7/29/2013 Approved)

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Contact information

Main Address

832 Georgia Avenue Suite 360, Chattanooga, TN 37402

Mailing Address

Phone number

(423) 531-0360

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FOR THE PATTEN GROUP, INC. (10/22/2025)

Regulatory assets under management

Total Number of Accounts	1,296
AUM (Assets Under Management)	$ 619,805,259

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/30/2024	Cover Page	Report
01/17/2024	Cover Page	Report
01/03/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Chandler A. Thurmon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chandler Andrew Thurmon's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE PATTEN GROUP, INC.

Primary Firm SEC Registration

THE PATTEN GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/24/2020

Current Firm

THE PATTEN GROUP, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE PATTEN GROUP, INC.

TRUST BUT VERIFY

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