The Advisory Group Of San Francisco, Llc
- Regulatory AUM
- $810M
- Discretionary
- $810M
- Clients
- 140
- Avg AUM / client
- $5.8M
- Accounts
- 392
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 31 | $14.1M | 1.74% |
| High net worth individuals | 85 | $397M | 49.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $9.3M | 1.15% |
| Pension and profit sharing plans | 12 | $200M | 24.7% |
| Charitable organizations | 11 | $190M | 23.5% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patterson, Roger, Bruce | Founder/Member | Oct 1999 (27y) | 10% – 25% | |
| Gregory Hayes Patterson | Member, Chief Executive Officer | Nov 2001 (25y) | 75% or more | |
| Lisette Chassey Smith | Chief Operating Officer, Chief Compliance Officer, Sr Advisor | CFP | Oct 2016 (10y) | Less than 5% |
| Tanya Elizabeth Rapacz | Registered representative | CFP | Nov 2023 (3y) | |
| Kyle Whitney Dodson | Registered representative | CFP | Aug 2024 (2y) | |
| Mariame Kathryn Pierce | Registered representative | CFP | Aug 2024 (2y) | |
| Christopher Raymond Low | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PERCENTAGE OF PLAN ASSETS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $810M (100% of AUM) Mar 2026
- Principal Trust Company $398M (36% of AUM) Mar 2022
- Wells Fargo $386M (36% of AUM) Jun 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗