$1.3B Total AUM
$1.3B Disc. AUM
8.3% 3Y CAGR
11 Employees
712 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Momentum momentumVital signal +more
- Established Date
- 02-11-2011
- Office Locations
- 3
Office Locations
215 NW Martin Luther King JR Blvd Evansville IN
-- Fishers IN
-- Vero Beach FL
About Pettinga Financial Advisors, LLC
Pettinga Financial is an independent, fee-only advisory firm providing unbiased financial planning and investment management to clients nationwide. The team builds client-centered portfolios aligned to each client’s goals and risk tolerance, and also supports employers by managing retirement plans for small businesses through larger institutions.
Team overview
32 AVG AGE
$182.3M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
9.6 yrs AVG TENURE
11 Employees
7 Advisory Reps
7 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Oak Crest signal Matrix North Meridian frontier
Client Personas
Horizon insight
Custodian
Frontier Pioneer Element
Investment Themes
Atlas pioneer Zenith wave Radial fusion
Investment Vehicles
Zenith Capital
Platform
Eagle Eagle oak
Services
Vital Prime ember Oak unison Ember ember Prime focus Pathway Delta timber Harbor value
Technology
Bridge meridian Wave radial Pioneer
Owner & Executives
TONYA FAYE BORDERS
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, President
- CRD
- #5307748
- Ownership
- Less than 5%
(938) 442-1782
harbor.optima@capitalcapital.com
in linkedin.com/in/insight-peak
BRIAN JAY GOEBEL
Chief Investment Officer, SENIOR VICE PRESIDENT
- CRD
- #4581023
- Ownership
- Less than 5%
(290) 554-4031
summit.meridian@quantumcapital.com
in linkedin.com/in/eagle-legacy
P
Peak radial
Optima prime
- CRD
- #67170
- Ownership
- 30.5%
(359) 872-1595
oak.eagle@summitcapital.com
in linkedin.com/in/ember-alpha
Showing 2 of 3 owners & executives
Unlock allContacts
S
Seth Edmund Cissna
--
- CRD
- #8297182
(626) 649-3335
beacon.zenith@horizoncapital.com
in linkedin.com/in/delta-optima
J
JOEL SCOTT MULLINS
Sr. Product Manager
- CRD
- #4234199
(779) 223-9800
zenith.foundation@meridiancapital.com
in linkedin.com/in/meridian-bridge
T
Timber meridian
Momentum meridian element
- CRD
- #51500
(682) 570-6157
prime.signal@harborcapital.com
in linkedin.com/in/pathway-insight
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,251,269,262 | $570,574 |
| Non-Discretionary | $24,535,566 | $331,562 |
| Total | $1,275,804,828 | $562,772 |
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Separately Managed Accounts
Total SMA Asset: $1,275,804,828
Public Funds:
11.5% Equity - Exchange:
7.5% U.S. Government/Agency:
19.6% Cash:
11.0% Municipal Bonds:
10.0% Private Funds:
22.5% Corporate - Investment Grade:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $938,375,926 | 11.5% |
| Equity - Exchange | $611,984,299 | 7.5% |
| U.S. Government/Agency | $1,599,318,969 | 19.6% |
| Cash | $897,576,972 | 11.0% |
| Municipal Bonds | $815,979,066 | 10.0% |
| Private Funds | $1,835,952,898 | 22.5% |
| Corporate - Investment Grade | $1,460,602,529 | 17.9% |
| Total | $8,159,790,659 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA DELTA ELEMENT | HORIZON EAGLE | J61BVJOHA | XOK | 9.80% | $24,067,349 |
| QUANTUM CREST VECTOR | PATHWAY OAK | Y60Z6U22X | IDSY | 10.46% | $4,426,660 |
| SIGNAL CREST MERIDIAN | DELTA OAK | UKGPK35TV | SIX | 8.36% | $59,503,783 |
| VALUE BRIDGE GLACIER | FUSION CATALYST | 0D5IN83AU | TZMUB | 12.44% | $17,965,822 |
| ATLAS FOUNDATION | VITAL PEAK | VZAGMLIOD | QTIB | 6.85% | $27,872,246 |
| ALPHA EMBER CATALYST | BEACON VALUE | N7K6WFAKE | GAL | 10.55% | $119,485,667 |
| MOMENTUM ALPHA FOUNDATION | LEGACY CAPITAL | MJM3FI5B9 | NIH | 11.84% | $54,040,169 |
| FOUNDATION CATALYST OPTIMA | RADIAL SUMMIT | TTR8WSWK6 | LEHF | 6.41% | $77,881,157 |