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Patrick Olivier Guest

Investment adviser representative at August Group
12 yearsExperience
1 stateRegistered in
CFADesignation
$740.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. August GroupMay 2020 to now
  2. Turn8 PartnersOct 2014 to May 2020

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TX).

August Group

Legal name: The August Group Capital Limited

$740.3MAssets managed
56Clients
3Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7320838
Firm CRD
311499
Advisor's SEC record (opens in a new tab)
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