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PETRA FINANCIAL ADVISORS INC
CRD 107196File 801-39169
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$447.2M
Above cohort median (national)
Discretionary AUM
$447.2M
Clients
378
1,171 accounts
Employees
15
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 27, 1991
- Principal office
- 2 NORTH NEVADA AVE SUITE 1300, COLORADO SPRINGS, CO, 80903-1626
- Phone
- 719-636-9000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $447.2M
- Discretionary AUM
- $447.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,171
- Non-discretionary accounts
- 0
- Total accounts
- 1,171
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $450K |
| High net worth individuals | 123 | $347.1M |
| Pension and profit sharing plans | Fewer than 5 | $6.3M |
| Individuals (other than high net worth individuals) | 255 | $93.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 359 | 378 | increased by19 |
| Apr 1, 2026 | AUM | $387,778,985 | $447,237,190 | increased by$59,458,205 |
| Apr 1, 2026 | Accounts | 1,183 | 1,171 | decreased by12 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 14 | 15 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 14 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 160 | 359 | increased by199 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $248,967,083 | $387,778,985 | increased by$138,811,902 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 646 | 1,183 | increased by537 |
| Apr 1, 2022 | Clients | 133 | 160 | increased by27 |
| Apr 1, 2022 | AUM | $174,090,333 | $248,967,083 | increased by$74,876,750 |
| Apr 1, 2022 | Accounts | 532 | 646 | increased by114 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PETRA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PETRA FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.