# PETRA FINANCIAL ADVISORS INC

PETRA FINANCIAL ADVISORS INC of COLORADO SPRINGS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 107196
- Type: SEC-registered investment adviser
- SEC file number: 801-39169
- Location: 2 NORTH NEVADA AVE SUITE 1300, COLORADO SPRINGS, CO, 80903-1626
- Phone: 719-636-9000
- Latest filing: 2026-03-02
- Regulatory AUM: $447.2M
- Discretionary AUM: $447.2M
- Clients: 15
- Accounts: 1,171

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Stephen Forbes | PRESIDENT/CHAIRMAN | — |
| Crystal Faith Karstens | CHIEF COMPLIANCE OFFICER | — |
| Justin Nicholas Ross | PARTNER | — |
| FORBES DAVID STEPHEN | CERTIFIED FINANCIAL PLANNER; CHAIRMAN; CHAIRMAN/CHIEF COMPLIANCE OFFICER (+4 more) | — |
| COOMBS COLIN BENJAMIN | CHAIRMAN | — |
| HOGAN LAWRENCE MILES | COO | — |
| WALTON BILL JACK | INDIRECT OWNER; TRUSTEE | — |
| Gott Jeffrey L | CHIEF OPERATING OFFICER | — |
| Karstens Crystal Faith | CHIEF COMPLIANCE OFFICER | — |
| Ross Justin Nicholas | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107196/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107196/similar
- Related entities: https://search.stillhousedata.com/firm/107196/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107196

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.