PETTINGA FINANCIAL ADVISORS, LLC
C24
CRD 156369·SEC 801-72154·EVANSVILLE, IN
AUM
$1.28B
$1B+
Est. Revenue
$12.8M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $716.6M
'21 · $886.3M
'22 · $943.9M
'23 · $965.8M
'25 · $1.11B
'26 · $1.28B
'20'26
$716.6M → $1.28B▲ +78%
Client mix
| Individuals Other | 411 |
| Individuals High Net Worth | 257 |
| Corporations | 22 |
| Charitable Organizations | 13 |
| Pension Profit Sharing Plans | 9 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
5 advisors → 7 advisors▲ +40%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (26)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
215 NW MARTIN LUTHER KING JR., BLVD.EVANSVILLE, IN 47708
Business
215 NW MARTIN LUTHER KING JR., BLVD.EVANSVILLE, IN 47708
Edgar Recent Filings
13F-HR2026-04-13 · 0001694592-26-000004
13F-HR2026-02-12 · 0001694592-26-000003
Fdic Zip Branches Raw
Union Federal Savings BankEvansville, IN
Evansville Federal Savings BankEvansville, IN
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited