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Adam Krishna Brock

Patriot Investment Management Group Inc.

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About Adam Krishna Brock

Adam Krishna Brock is a financial advisor registered with the state of Tennessee and Texas, and is part of Patriot Investment Management Group Inc.. Adam has been working in the financial industry since August 2009 and is a Certified Financial Planner. Adam has a Series 65 license, which allows him to provide investment advice to individuals and families. He specializes in working with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Adam’s clients also benefit from his expertise in financial planning, pension consulting, and portfolio management.

Firm Information

Adam Brock is currently registered with Patriot Investment Management Group Inc.. Patriot Investment Management Group Inc. is a Knoxville, TN-based registered investment advisor with over 18 investment adviser representatives. The firm manages over $1.5 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm provides a range of services, including financial planning, portfolio management, and selection of other advisors.
Patriot Investment Management Group Inc.

9721 COGDILL ROAD

KNOXVILLE, TN 37932

$1.53B

Assets Under Management

5

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees (solicitor for other investment adviser)

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Adam Brock’s Registration & Firm History

TN

04/19/2018 - Present

Patriot Investment Management Group Inc. (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 06/21/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Krishna Brock.
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