{
  "crd_number": 322371,
  "slug": "petredis-investment-advisors-warrendale-pa-322371",
  "primary_business_name": "PETREDIS INVESTMENT ADVISORS",
  "legal_name": "PETREDIS INVESTMENT ADVISORS LLC",
  "dbas": [],
  "city": "Warrendale",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-09-08",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 1686982677.0,
  "raum_discretionary": 1686982677.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 10,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 2311943.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 74400556.0,
      "count": 229
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 13496209.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1596016321.0,
      "count": 301
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 757648.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "KY",
    "LA",
    "MA",
    "MD",
    "NC",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://petredisia.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322371",
  "city_as_filed": "WARRENDALE",
  "url": "https://advisorcensus.com/firm/petredis-investment-advisors-warrendale-pa-322371",
  "display_name": "Petredis Investment Advisors",
  "summary": "Petredis Investment Advisors is an SEC-registered investment advisory firm in Warrendale, PA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. Petredis Investment Advisors (CRD 322371): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Petredis Investment Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Petredis Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Petredis Investment Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $250 to $750 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Petredis Investment Advisors located?",
      "a": "Petredis Investment Advisors' principal office is in Warrendale, PA, according to its Form ADV."
    },
    {
      "q": "Is Petredis Investment Advisors registered with the SEC or a state?",
      "a": "Petredis Investment Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322371."
    },
    {
      "q": "How much does Petredis Investment Advisors manage?",
      "a": "Petredis Investment Advisors reports $1,686,982,677 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Petredis Investment Advisors' assets and staff changed since 2022?",
      "a": "In the Form ADV data for Petredis Investment Advisors: Regulatory assets under management: $0 in the October 2022 data and $1,686,982,677 in the October 2026 data. Total employees: 6 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Petredis Investment Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (301); individuals (other than high net worth individuals) (229); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Petredis Investment Advisors use?",
      "a": "Petredis Investment Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Petredis Investment Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322371"
    },
    {
      "q": "Does Petredis Investment Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 says: \"PIA generally does not require a minimum initial investment for investment management services. The firm, in its sole discretion, will accept clients based upon each client’s particular circumstances.\""
    },
    {
      "q": "What changed in Petredis Investment Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,404,595,036 to $1,686,982,677 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 6,
      "filing_date": "2022-08-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 881891320.0,
      "total_employees": 7,
      "filing_date": "2023-01-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1110831750.0,
      "total_employees": 7,
      "filing_date": "2024-05-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1404595036.0,
      "total_employees": 9,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1686982677.0,
      "total_employees": 10,
      "filing_date": "2026-03-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,404,595,036 to $1,686,982,677 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 to $750 an hour (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "PIA generally does not require a minimum initial investment for investment management services. The firm, in its sole discretion, will accept clients based upon each client’s particular circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $750 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "Fees for financial planning and consulting services are billed at a fixed or hourly rate and are billed in advance. Our hourly rate is generally between $250-$750 an hour and range up to $20,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 750.0,
          "period": "hour",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "PIA generally does not require a minimum initial investment for investment management services. The firm, in its sole discretion, will accept clients based upon each client’s particular circumstances.",
      "Fees for financial planning and consulting services are billed at a fixed or hourly rate and are billed in advance. Our hourly rate is generally between $250-$750 an hour and range up to $20,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Wells Fargo Clearing Services, LLC",
      "name_as_filed": "WELLS FARGO CLEARING SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/petredis-investment-advisors-warrendale-pa-322371.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 229,
      "fewer_than_5": false,
      "raum": 74400556.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 301,
      "fewer_than_5": false,
      "raum": 1596016321.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 13496209.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 2311943.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 757648.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322371",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}