CRD: 107196
Petra Financial Advisors INC
$447.2M Total AUM
$447.2M Disc. AUM
14.4% 3Y CAGR
15 Employees
378 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Focus ember
- Established Date
- 06-27-1991
- Office Locations
- 3
Office Locations
12295 Oracle Blvd. Suite 210 Colorado Springs CO
2 North Nevada AVE Suite 1300 Colorado Springs CO
2181 E. Warner RD Suite 101 Tempe AZ
About Petra Financial Advisors INC
Petra Financial Advisors is a Colorado Springs, CO RIA serving retail and institutional clients, with a planning-led offering spanning investment management, wealth and tax planning, estate and insurance planning, and business succession/charitable strategies. Client focus includes business owners and entrepreneurs. Portfolios emphasize asset allocation and risk management, with meaningful ETF usage; custody includes Schwab and Fidelity/NFS.
Team overview
42 AVG AGE
$63.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.9 yrs AVG TENURE
15 Employees
7 Advisory Reps
7 RIA Reps
35yrs Firm Age
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Asset Classes
Value ridge Frontier insight Quantum Fusion frontier
Client Personas
Crest Unison pathway
Custodian
Vertex Ember vector Ridge beacon
Investment Themes
Vector Delta Legacy fusion Fusion
Investment Vehicles
Signal
Services
Beacon Prime matrix Meridian Optima oak Pathway zenith Prime frontier Matrix peak Peak Frontier Optima quantum Pioneer Bridge ridge
Technology
Delta
Owner & Executives
JONATHAN STEPHEN FORBES
Chairman, President
- CRD
- #6142082
- Ownership
- 50% but less than 75%
(438) 352-1439
horizon.atlas@frontiercapital.com
in linkedin.com/in/oak-timber
J
Justin Nicholas Ross
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
(270) 667-8165
vertex.bridge@meridiancapital.com
in linkedin.com/in/ridge-legacy
H
Horizon timber
Radial crest
- CRD
- #55826
- Ownership
- 12.6%
(333) 911-5925
element.vital@eaglecapital.com
in linkedin.com/in/delta-unison
Showing 2 of 3 owners & executives
Unlock allContacts
Jennifer Kay Ann Hernandez
Financial Planner
- CRD
- #7296984
(977) 913-6376
north.frontier@pioneercapital.com
in linkedin.com/in/eagle-north
K
Kyle William Householder
Senior Associate Financial Planner, CFP®
- CRD
- #7067017
(870) 655-1123
quantum.fusion@harborcapital.com
in linkedin.com/in/harbor-foundation
A
Atlas beacon
Pioneer optima ridge
- CRD
- #97058
(370) 244-8820
ember.atlas@matrixcapital.com
in linkedin.com/in/signal-meridian
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $447,237,190 | $381,928 |
| Non-Discretionary | $0 | -- |
| Total | $447,237,190 | $381,928 |
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Separately Managed Accounts
Total SMA Asset: $447,237,190
Public Funds:
6.1% Equity - Exchange:
8.9% Cash:
20.2% Municipal Bonds:
6.0% Other:
18.3% Corporate - Investment Grade:
8.3% Private Funds:
12.1% U.S. Government/Agency:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $384,491,537 | 6.1% |
| Equity - Exchange | $560,979,455 | 8.9% |
| Cash | $1,273,234,269 | 20.2% |
| Municipal Bonds | $378,188,397 | 6.0% |
| Other | $1,153,474,610 | 18.3% |
| Corporate - Investment Grade | $523,160,616 | 8.3% |
| Private Funds | $762,679,934 | 12.1% |
| U.S. Government/Agency | $1,266,931,130 | 20.1% |
| Total | $6,303,139,948 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION EMBER EAGLE | FOUNDATION VITAL | ZC51OG8BJ | THL | 1.22% | $102,131,697 |
| NORTH MATRIX VITAL | WAVE FRONTIER | 33ED54AMX | BDZ | 11.44% | $33,553,590 |
| BEACON VITAL | VITAL GLACIER | HMXWJHMVJ | OTU | 8.25% | $42,917,580 |
| UNISON ELEMENT VITAL | FOCUS PATHWAY | GO4DDO6MA | SOI | 9.60% | $89,553,690 |
| FOUNDATION WAVE | MERIDIAN ZENITH | L1OR1VRCI | CMFG | 4.86% | $88,347,715 |
| GLACIER NORTH | RADIAL MERIDIAN | 89H3VFYKC | DVXNX | 4.47% | $71,024,403 |
| PEAK GLACIER INSIGHT | DELTA VALUE | 22TO7A0O1 | BLXW | 11.16% | $3,259,316 |
| HARBOR PATHWAY | RADIAL DELTA | WUHFIBJTM | FQQD | 11.91% | $31,475,275 |