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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FocusMeridian
- Established Date
- 04-01-1995
- Office Locations
- 1
Office Locations
About Pittenger & Anderson INC
Pittenger & Anderson is a Lincoln, NE fee-only fiduciary RIA providing investment management and financial planning for clients navigating “money in motion” events like retirement, business sales, inheritances, or changing advisors. Portfolios are commonly implemented with ETFs and held at a third-party custodian (Charles Schwab preferred). Ranked #5 on CNBC’s Financial Advisor 100 list for 2025.
Team overview
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Owner & Executives
BLAKE ALAN ANDERSON
PARTNER, President, Senior Advisor
- CRD
- #6293121
- Ownership
- 10% but less than 25%
DANIEL L ANDERSON
Chairman, Chief Financial Officer, Investment Advisor
- CRD
- #1430537
- Ownership
- 10% but less than 25%
Matrix pioneer
Oak glacier
- CRD
- #85559
- Ownership
- 29.7%
Showing 2 of 11 owners & executives
Unlock allContacts
Clayton D. Finck
--
- CRD
- #8290894
AUDREY LYNN MINES
Advisor
- CRD
- #4352590
Bridge insight
Catalyst element north
- CRD
- #88887
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,034,066,574 | $1,341,914 |
| Non-Discretionary | $0 | -- |
| Total | $3,034,066,574 | $1,341,914 |
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Separately Managed Accounts
Total SMA Asset: $3,034,066,574
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $228,544,144 | 17.7% |
| Municipal Bonds | $340,879,401 | 26.4% |
| Cash | $122,664,936 | 9.5% |
| Corporate - Investment Grade | $361,538,759 | 28.0% |
| U.S. Government/Agency | $237,582,614 | 18.4% |
| Total | $1,291,209,854 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST PIONEER SIGNAL | FOCUS MOMENTUM | HYLAT5LG4 | CGARZ | 6.60% | $22,964,594 |
| BEACON EMBER CAPITAL | CATALYST PEAK | ROEUNN4VP | LNQVQ | 6.33% | $68,316,950 |
| CATALYST OAK QUANTUM | FOUNDATION MOMENTUM | 8GLCSGJMN | KCI | 11.89% | $106,249,354 |
| OAK LEGACY VERTEX | DELTA QUANTUM | BDHDL9XQV | OFAIE | 2.32% | $51,056,534 |
| WAVE NORTH PIONEER | QUANTUM OAK | BYQ62BHQ9 | NOXBB | 7.09% | $10,548,498 |
| CATALYST PATHWAY EMBER | MERIDIAN RIDGE | SMEHHA09D | FDI | 12.33% | $60,435,354 |
| CAPITAL VERTEX | ELEMENT RIDGE | 3UQ671UP7 | MXV | 4.69% | $77,257,375 |
| EAGLE EAGLE | CREST ALPHA | PSCJO9QMB | GPD | 10.03% | $18,399,042 |