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PATRON PARTNERS, LLC

HOUSTON, TX · CRD 310629 · IAPD ↗ · patronpartnersadvisors.com · 971-371-3450

$325.7MRegulatory AUM
2Advisory reps
7Employees
1Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — PATRON PARTNERS, LLC now reports custody of client assets ($91.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2024 — PATRON PARTNERS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.