← Directory
PITTENGER & ANDERSON INC
CRD 111033File 801-49107
APPROVED
Retail clients
Filing as of Jan 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.03B
Top 25% of cohort (national)
Discretionary AUM
$3.03B
Clients
920
2,261 accounts
Employees
14
Top 25% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 3, 2000
- Principal office
- 5533 S. 27TH STREET, SUITE 201, LINCOLN, NE, 68512
- Phone
- 402-328-8800
- Website
- https://pittand.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.03B
- Discretionary AUM
- $3.03B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,261
- Non-discretionary accounts
- 0
- Total accounts
- 2,261
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $1.19B |
| Charitable organizations | 11 | $209.0M |
| High net worth individuals | 341 | $1.37B |
| Individuals (other than high net worth individuals) | 553 | $264.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.