COLORADO SPRINGS, COCRD 107196Latest ADV March 2, 2026
Petra Financial Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 2, 2026, reports $447M in regulatory assets under management, 15 employees, 2 offices, and 1,171 accounts.
Assets Under Management
$447M
Employees
15
Offices
2 offices
Total Clients
378
Primary office
COLORADO SPRINGS, CO
2 NORTH NEVADA AVE SUITE 1300, COLORADO SPRINGS, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.5% of total clients.
Top client categories% of clientsClients
1
Individuals
67.5%
255
2
HNWI
32.5%
123
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$447Mas of March 2, 2026
Discretionary100.0%
$447M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$447M
Total Accounts1,171
10Y AUM Change+$327M (+271.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee25:1
10Y Employee Change+8 (+114.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.