Petra Financial Advisors Inc
● SEC registered since 1991CRD 107196SEC# 801-39169Colorado Springs, CO
Reg. AUM
$447.2M
Employees
15
Accounts
1,171
Location
Colorado Springs, CO
Petra Financial Advisors Inc assets under management
Petra Financial Advisors Inc is an SEC-registered investment adviser based in Colorado Springs, CO. The firm has been registered since 1991. It reports $447.2 million in regulatory assets under management and employs 15 people.
Petra Financial Advisors Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Crystal Faith Karstens Control | Chief Compliance Officer | Under 5% | 2023 |
| Jonathan Stephen Forbes Control | President/Chairman | 50-75% | 2019 |
| Justin Nicholas Ross Control | Partner | 25-50% | 2024 |
Frequently asked questions
How much does Petra Financial Advisors Inc manage?
Petra Financial Advisors Inc reports $447.2 million in regulatory assets under management on its Form ADV.
How many employees does Petra Financial Advisors Inc have?
Petra Financial Advisors Inc reports 15 employees.
Where is Petra Financial Advisors Inc located?
Petra Financial Advisors Inc is based in Colorado Springs, CO and has been SEC-registered since 1991.
Does Petra Financial Advisors Inc disclose fund performance?
Petra Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903-1626 |
| Phone | 719-636-9000 |
| Fax | 719-636-9151 |
| Office hours | Mon-Thur 8:30 - 5:00; Fri 8:00-4:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$447.2M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$447.2Mregulatory AUM
Discretionary $447.2M