PETRA FINANCIAL ADVISORS INC
CRD #107196 SEC #801-39169 COLORADO SPRINGS, CO 719-636-9000
SEC Registered
Total AUM
$387.8M
Discretionary
$387.8M
Employees
15
Clients
51
Accounts
1,183
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $387.8M | $387.8M | $0 | 15 | 0 |
| Mar 2025 | $387.8M | $387.8M | $0 | 14 | 0 |
| Nov 2024 | $357.2M | $357.2M | $0 | 13 | 0 |
| Sep 2024 | $357.2M | $357.2M | $0 | 13 | 0 |
| Jul 2024 | $357.2M | $357.2M | $0 | 13 | 0 |
| Mar 2024 | $357.2M | $357.2M | $0 | 14 | 0 |
| Apr 2023 | $305.8M | $302.1M | $3.7M | 11 | 0 |
| Apr 2023 | $305.8M | $302.1M | $3.7M | 11 | 0 |
| Mar 2023 | $305.8M | $302.1M | $3.7M | 11 | 0 |
| Sep 2022 | $249M | $249M | $0 | 8 | 8 |
| Sep 2022 | $249M | $249M | $0 | 8 | 8 |
| Mar 2022 | $249M | $249M | $0 | 8 | 8 |
| Mar 2022 | $249M | $249M | $0 | 8 | 8 |
| Apr 2021 | $174.1M | $174.1M | $0 | 8 | 0 |
| Mar 2021 | $174.1M | $174.1M | $0 | 8 | 0 |
| Sep 2020 | $159M | $159M | $0 | 7 | 0 |
| Sep 2020 | $159M | $159M | $0 | 7 | 0 |
| Jun 2020 | $159M | $159M | $0 | 7 | 0 |
| Mar 2020 | $159M | $159M | $0 | 7 | 0 |
| Nov 2019 | $123.7M | $123.7M | $0 | 7 | 3 |
| Aug 2019 | $123.7M | $123.7M | $0 | 7 | 3 |
| Mar 2019 | $123.7M | $123.7M | $0 | 7 | 3 |
| Jan 2018 | $132.5M | $132.5M | $0 | 8 | 0 |
| Oct 2017 | $120.3M | $120.3M | $0 | 7 | 0 |
| Feb 2017 | $120.3M | $120.3M | $0 | 7 | 100 |
| Mar 2016 | $115.9M | $115.9M | $0 | 6 | 200 |
| Feb 2015 | $130.6M | $130.6M | $0 | 6 | 200 |
| Aug 2014 | $121.6M | $121.6M | $0 | 6 | 200 |
| May 2014 | $121.6M | $121.6M | $0 | 6 | 200 |
| Mar 2014 | $121.6M | $121.6M | $0 | 6 | 200 |
| Apr 2013 | $117.4M | $116.9M | $506.2K | 6 | 200 |
| Mar 2012 | $97.4M | $95.8M | $1.6M | 6 | 143 |
| Apr 2011 | $96.8M | $96M | $799.5K | 10 | -- |
| Apr 2011 | $96.8M | $96M | $799.5K | 10 | -- |
| Mar 2011 | $96.8M | $96M | $799.5K | 10 | -- |
| Mar 2009 | $92.5M | $89.6M | $3M | 10 | -- |
| Apr 2007 | $148M | $146.1M | $1.9M | 10 | -- |
| Sep 2005 | $124.2M | $122.7M | $1.6M | 10 | -- |
| Apr 2004 | $113.9M | $112.4M | $1.5M | 10 | -- |
DateNov 2025
Total AUM$387.8M
Discretionary$387.8M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$387.8M
Discretionary$387.8M
Non-Disc.$0
Employees14
Clients0
DateNov 2024
Total AUM$357.2M
Discretionary$357.2M
Non-Disc.$0
Employees13
Clients0
DateSep 2024
Total AUM$357.2M
Discretionary$357.2M
Non-Disc.$0
Employees13
Clients0
DateJul 2024
Total AUM$357.2M
Discretionary$357.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$357.2M
Discretionary$357.2M
Non-Disc.$0
Employees14
Clients0
DateApr 2023
Total AUM$305.8M
Discretionary$302.1M
Non-Disc.$3.7M
Employees11
Clients0
DateApr 2023
Total AUM$305.8M
Discretionary$302.1M
Non-Disc.$3.7M
Employees11
Clients0
DateMar 2023
Total AUM$305.8M
Discretionary$302.1M
Non-Disc.$3.7M
Employees11
Clients0
DateSep 2022
Total AUM$249M
Discretionary$249M
Non-Disc.$0
Employees8
Clients8
DateSep 2022
Total AUM$249M
Discretionary$249M
Non-Disc.$0
Employees8
Clients8
DateMar 2022
Total AUM$249M
Discretionary$249M
Non-Disc.$0
Employees8
Clients8
DateMar 2022
Total AUM$249M
Discretionary$249M
Non-Disc.$0
Employees8
Clients8
DateApr 2021
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees7
Clients0
DateSep 2020
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees7
Clients3
DateAug 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees7
Clients3
DateMar 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees7
Clients3
DateJan 2018
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2017
Total AUM$120.3M
Discretionary$120.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2017
Total AUM$120.3M
Discretionary$120.3M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees6
Clients200
DateFeb 2015
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees6
Clients200
DateAug 2014
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees6
Clients200
DateMay 2014
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees6
Clients200
DateApr 2013
Total AUM$117.4M
Discretionary$116.9M
Non-Disc.$506.2K
Employees6
Clients200
DateMar 2012
Total AUM$97.4M
Discretionary$95.8M
Non-Disc.$1.6M
Employees6
Clients143
DateApr 2011
Total AUM$96.8M
Discretionary$96M
Non-Disc.$799.5K
Employees10
Clients--
DateApr 2011
Total AUM$96.8M
Discretionary$96M
Non-Disc.$799.5K
Employees10
Clients--
DateMar 2011
Total AUM$96.8M
Discretionary$96M
Non-Disc.$799.5K
Employees10
Clients--
DateMar 2009
Total AUM$92.5M
Discretionary$89.6M
Non-Disc.$3M
Employees10
Clients--
DateApr 2007
Total AUM$148M
Discretionary$146.1M
Non-Disc.$1.9M
Employees10
Clients--
DateSep 2005
Total AUM$124.2M
Discretionary$122.7M
Non-Disc.$1.6M
Employees10
Clients--
DateApr 2004
Total AUM$113.9M
Discretionary$112.4M
Non-Disc.$1.5M
Employees10
Clients--