# Pittenger & Anderson Inc

> Pittenger & Anderson Inc is an SEC-registered investment advisory firm in Lincoln, NE, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated January 7, 2026.

- CRD: 111033
- Filed as: PITTENGER & ANDERSON INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lincoln, NE
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111033
- AdvisorCensus page: https://advisorcensus.com/firm/pittenger-and-anderson-inc-lincoln-ne-111033

## Quick answers

**How is Pittenger & Anderson Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Pittenger & Anderson Inc reports these compensation arrangements: a percentage of assets under its management; other.

**How much does Pittenger & Anderson Inc charge?**
Its Form ADV Part 2A brochure dated December 23, 2025 states: Flat fee: $3,500 (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pittenger & Anderson Inc located?**
Pittenger & Anderson Inc's principal office is in Lincoln, NE, according to its Form ADV.

**Is Pittenger & Anderson Inc registered with the SEC or a state?**
Pittenger & Anderson Inc is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111033.

**How much does Pittenger & Anderson Inc manage?**
Pittenger & Anderson Inc reports $3,034,066,574 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary).

**How have Pittenger & Anderson Inc's assets and staff changed since 2021?**
In the Form ADV data for Pittenger & Anderson Inc: Regulatory assets under management: $2,046,309,746 in the October 2021 data and $3,034,066,574 in the October 2026 data, up 48%. Total employees: 12 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pittenger & Anderson Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (553); high net worth individuals (341); corporations or other businesses not listed above (15).

**Which custodians does Pittenger & Anderson Inc use?**
Pittenger & Anderson Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Pittenger & Anderson Inc report any disciplinary disclosures?**
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/111033

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated December 23, 2025)

- Flat fee: $3,500 (Financial Planning)

> When offered, our Financial Planning fee is a flat rate of $3,500 for a limited one-time engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,034,066,574
- Discretionary: $3,034,066,574
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 553 | $264,074,751 |
| High net worth individuals | 341 | $1,373,680,384 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 11 | $208,996,307 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 15 | $1,187,315,132 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2000 (26 years)
- Employees: 14 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IA, IL, KS, LA, MN, MO, NE, SD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pittand.com](https://pittand.com)
- LinkedIn @pittand
- X @PITTAND

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,046,309,746 | 12 | December 21, 2020 |
| October 2022 | $2,423,729,077 | 12 | December 23, 2021 |
| October 2023 | $2,256,261,817 | 13 | December 21, 2022 |
| October 2024 | $2,479,436,893 | 14 | December 18, 2023 |
| October 2025 | $3,311,270,399 | 14 | December 23, 2024 |
| October 2026 | $3,034,066,574 | 14 | January 7, 2026 |

Regulatory assets under management: $2,046,309,746 in the October 2021 data and $3,034,066,574 in the October 2026 data, up 48%.
Total employees: 12 in October 2021 and 14 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pittenger & Anderson Inc (CRD 111033): Form ADV filing data as of October 2026.