Rj Patterson Group: new SEC registration, $142M AUM, San Diego, CA
Rj Patterson Group (San Diego, California): new SEC registration, $142M AUM, San Diego, CA. Its amount of 142 is above the median of 134 (54th percentile). Dated 135 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 142 · 54th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Rj Patterson Group |
| Legal name | Rj Patterson Capital Investment Group INC. |
| CRD | 281752 |
| Status | Approved |
| Registered with the SEC | 2026-06-22 |
| Latest Form ADV filing | 2026-06-02 |
| Location | San Diego, CA, United States |
| Regulatory AUM | $142,396,919 |
| Accounts | 521 |
| Employees | 5 |
| Website | HTTP://RJPATTERSONGROUP.COM |
| amount percentile | 54th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-22
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Rj Patterson Group and 148 California peers
- California NewRiaPulse records like this one: 148
- Rj Patterson Group's amount: 54th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $142M under management.
- Website on file.
What is the NewRiaPulse record for Rj Patterson Group in San Diego, California?
Rj Patterson Group received SEC registration as an investment adviser (2026-06-22) with $142,396,919 in regulatory assets under management, based in San Diego, CA.
How does Rj Patterson Group compare to other California NewRiaPulse records?
Its amount of 142 sits in the upper half (54th percentile) of 1,149 records; the median is 134. It is 135 days old; check the official source for later updates before acting.
Rj Patterson Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Rj Patterson Group | San Diego, CA | 142 | 54th | 2026-06-22 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.