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Mark Allen Patton

PATTON FUND MANAGEMENT, INC.·DALLAS, Texas
Series 6532 years registeredPATTON FUND MANAGEMENT, INC.
8117 PRESTON ROAD, DALLAS, TX 75225CRD# 2492919Firm CRD# 120533

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Allen Patton · DALLAS, TX
Registration
CRD #2492919 · PATTON FUND MANAGEMENT, INC. · 32 years registered
Brand Profile
Not yet started
01

Career History

PATTON WEALTH ADVISORS
Jan 2003 – present
PATTON MILES, LLC
Jan 2003 – Dec 2003
INDIANAPOLIS, IN
PATTON INVESTMENT MANAGEMENT
May 1994 – Dec 2004
INDIANAPOLIS, IN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 25, 1994
Years registered · 32
03

Disclosure History

2003Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PATTON FUND MANAGEMENT, INC.
CRD 120533 · SEC 801-88211
AUM
$594M
Regulatory assets under management
Employees
2
284 client accounts
Services offered by PATTON FUND MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PATTON FUND MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Mark Allen Patton offer?
Mark Allen Patton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Mark Allen Patton's credentials?
Mark Allen Patton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Allen Patton located?
Mark Allen Patton is based in DALLAS, Texas, working with PATTON FUND MANAGEMENT, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Mark Allen Patton charge for services?
Mark Allen Patton's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: administrative fee expenses and reimbursement of expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATTON FUND MANAGEMENT, INC.?
PATTON FUND MANAGEMENT, INC. has approximately 2 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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