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PITTENGER & ANDERSON INC
CRD 111033File 801-49107
APPROVED
Retail clients
Filing as of Jan 7, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Clients | 910 | 920 | increased by10 |
| Jan 1, 2026 | AUM | $3,311,270,399 | $3,034,066,574 | decreased by$277,203,825 |
| Jan 1, 2026 | Accounts | 2,126 | 2,261 | increased by135 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 14 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 776 | 910 | increased by134 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,423,729,077 | $3,311,270,399 | increased by$887,541,322 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,701 | 2,126 | increased by425 |
| Jan 1, 2022 | Clients | 704 | 776 | increased by72 |
| Jan 1, 2022 | AUM | $2,046,309,746 | $2,423,729,077 | increased by$377,419,331 |
| Jan 1, 2022 | Accounts | 1,470 | 1,701 | increased by231 |
| 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 “PITTENGER ANDERSON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PITTENGER ANDERSON” 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.