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The fee is billed in advance or in arrears.","source":"FORM ADV PART 2A/B, filed 2 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Petra Financial Advisors use?","answer":"Petra Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $238M, Fidelity Brokerage Services LLC (Smithfield, RI), with $92.8M and SEI Investments Distribution Co. (Oaks, PA), with $89.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Petra Financial Advisors have?","answer":"Petra Financial Advisors has 7 investment adviser representatives registered with state securities authorities, out of 15 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Petra Financial Advisors invest in?","answer":"At the end of its last fiscal year, Petra Financial Advisors’ separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 9% cash and equivalents, 4% state and local bonds, 3% other, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). 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