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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 5, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOMBS, COLIN, BENJAMIN | I | CHAIRMAN | NA | Control |
| COOMBS, COLIN, BENJAMIN | I | CHAIRMAN | NA | Control |
| COOMBS, COLIN, BENJAMIN | I | CHAIRMAN | NA | Control |
| Gott, Jeffrey, L | I | CHIEF OPERATING OFFICER | NA | |
| Gott, Jeffrey, L | I | CHIEF OPERATING OFFICER | NA | |
| Gott, Jeffrey, L | I | CHIEF OPERATING OFFICER | NA | |
| Karstens, Crystal, Faith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Karstens, Crystal, Faith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Karstens, Crystal, Faith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Karstens, Crystal, Faith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Karstens, Crystal, Faith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Karstens, Crystal, Faith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Karstens, Crystal, Faith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Karstens, Crystal, Faith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Karstens, Crystal, Faith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Karstens, Crystal, Faith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, DAVID, STEPHEN | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CHAIRMAN | D | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CHAIRMAN | D | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CHAIRMAN | D | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CHAIRMAN | D | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CHAIRMAN | D | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN | C | Control |
| FORBES, DAVID, STEPHEN | I | CHAIRMAN | C | Control |
| Ross, Justin, Nicholas | I | PARTNER | C | Control |
| Ross, Justin, Nicholas | I | PARTNER | C | Control |
| Ross, Justin, Nicholas | I | PARTNER | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| THE MAJ TRUST DATED AUGUST 8, 2008 | DE | TRUST | C | Control |
| FORBES, JONATHAN, STEPHEN | I | CERTIFIED FINANCIAL PLANNER | B | |
| FORBES, JONATHAN, STEPHEN | I | CERTIFIED FINANCIAL PLANNER | B | |
| FORBES, JONATHAN, STEPHEN | I | CERTIFIED FINANCIAL PLANNER | B | |
| FORBES, JONATHAN, STEPHEN | I | CERTIFIED FINANCIAL PLANNER | B | |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
| FORBES, JONATHAN, STEPHEN | I | PRESIDENT/CERTIFIED FINANCIAL PLANNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | F | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | F | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | F | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | F | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | F | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | F | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
| WALTON, BILL, JACK | I | THE MAJ TRUST DATED AUGUST 8, 2008 | C | Control |
Registrations
Federal
IA
Nov 5, 2025 REGISTERED
Notice Filings (10)
AZ CA CO FL LA NE NV OR TX WA
Address
2 NORTH NEVADA AVE SUITE 1300COLORADO SPRINGS, CO 80903-1626
United States
Phone: 719-636-9000