Data / Investment advisers / Nebraska / Pittenger & Anderson Inc
Pittenger & Anderson Inc, Lincoln, NE: $3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pittenger & Anderson Inc is an SEC registered investment adviser with its main office in Lincoln, Nebraska and reports $3 billion in regulatory assets under management in its Form ADV filed January 7, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 111033
- SEC file number
- 801-49107
- SEC status
- Approved, effective May 3, 2000
- Main office
- 5533 S. 27th Street Suite 201, Lincoln, NE 68512
- Phone
- (402) 328-8800
- Website
- pittand.com
- Regulatory AUM
- $3,034,066,574 in the Form ADV filed January 7, 2026
- Discretionary AUM
- $3,034,066,574
- Accounts
- 2,261
- Employees
- 14, of which 14 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 341 | $1.37 billion |
| Corporations or other businesses | 15 | $1.19 billion |
| Individuals (other than high net worth individuals) | 553 | $264.1 million |
| Charitable organizations | 11 | $209 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $3.03 billion | December 23, 2025 |
| December 1, 2025 | $3.31 billion | December 23, 2024 |
Other advisers in Lincoln
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | Lincoln | $29.01 billion | Not listed | adviserinfo.sec.gov |
| Ameritas Advisory Services, LLC | Lincoln | $13.75 billion | Not listed | adviserinfo.sec.gov |
| Whitetail Rock Capital Management, LLC | Lincoln | $3.28 billion | 4 | adviserinfo.sec.gov |
| Lincoln Capital, LLC | Lincoln | $844.8 million | Not listed | adviserinfo.sec.gov |
| Bellwether Wealth | Lincoln | $784 million | Not listed | adviserinfo.sec.gov |
| Flagstone Financial Management, LLC | Lincoln | $467.8 million | Not listed | adviserinfo.sec.gov |
| Plan a Wealth, LLC | Lincoln | $433.8 million | Not listed | adviserinfo.sec.gov |
| Hbe Wealth Management, LLC | Lincoln | $277.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lincoln, NE
- Investment advisers in Nebraska
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Pittenger & Anderson Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.