Pittenger & Anderson Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Lincoln, NE. Its latest Form ADV filing, dated January 7, 2026, reports $3.0B in regulatory assets under management, 14 employees, and 2,261 accounts.
Assets Under Management
$3.0B
Employees
14
Offices
--
Total Clients
920
Primary office
LINCOLN, NE
5533 S. 27TH STREET, SUITE 201, LINCOLN, NE, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.1% of total clients.
Top client categories% of clientsClients
1
Individuals
60.1%
553
2
HNWI
37.1%
341
3
Corporations
1.6%
15
4
Charitable
1.2%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of January 7, 2026
Discretionary100.0%
$3.0B
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$3.0B
Total Accounts2,261
10Y AUM Change+$1.7B (+128.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee66:1
10Y Employee Change+5 (+55.6%)
* 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.