Investment adviser · CRD 107196

PETRA FINANCIAL ADVISORS INC

Investment adviser filing (IA)

COLORADO SPRINGS, CO, United States · Form ADV filed Mar 2, 2026

Regulatory AUM: $447M
Client accounts: 1,171
Employees: 15
Advisory professionals: 7

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	123	$347,081,280	77.6%
Individuals	255	$93,434,789	20.9%
Retirement plans	Fewer than 5	$6,270,915	1.4%
Charities	Fewer than 5	$450,206	0.1%

Filing source

Form ADV 2060147 · Mar 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

STABLEFORD MANAGED FUTURES FUND, LLCHedge Fund · Last reported Aug 18, 2014$8.91MGross asset value

Fund administrator FLEMING FINANCIAL SERVICES PC BEL AIR, Maryland, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States

Custodian THE BANK OF NEW YORK MELLON PITTSBURG, Pennsylvania, United States Related to adviser: No

Prime broker THE BANK OF NEW YORK MELLON PITTSBURG, Pennsylvania, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-3303493626
Reported beneficial owners: 7
Minimum commitment: $1M

Form ADV 839951 · Aug 18, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PETRA (TF) FIXED INCOME FUND, LLC.Other Private Fund · Last reported Aug 18, 2014$4.49MGross asset value

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Prime broker CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States

Provider details

Annual audit: No
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Fund details & source

Fund ID: 805-1175689447
Reported beneficial owners: 40
Minimum commitment: $50K
Form D file number: 021-118474

Form ADV 839951 · Aug 18, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREELEY LAND FUND, LLCReal Estate Fund · Last reported Apr 1, 2021$4.3MGross asset value

Fund administrator RED TAPE TAMERS COLORADO SPRINGS, Colorado, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian MILLENNIUM TRUST CO. OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-2169139979
Reported beneficial owners: 15
Minimum commitment: $76.7K
Form D file number: 021-80026315

Form ADV 1527998 · Apr 1, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PETRA (T) FIXED INCOME FUND, LLCOther Private Fund · Last reported Aug 18, 2014$2.23MGross asset value

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Custodian FIRST TRUST COMPANY OF ONAGA ONAGA, Kansas, United States Related to adviser: No

Prime broker CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States

Provider details

Annual audit: No
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Fund details & source

Fund ID: 805-7976763125
Reported beneficial owners: 43
Minimum commitment: $50K
Form D file number: 021-118463

Form ADV 839951 · Aug 18, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 2, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2 NORTH NEVADA AVE SUITE 1300
COLORADO SPRINGS, CO, 80903-1626, United States

CRD 107196

Filing source

Form ADV 2060147 · Mar 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.