Petredis Investment Advisors Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 535
- Avg AUM / client
- $3.2M
- Accounts
- 1,547
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 229 | $74.4M | 4.41% |
| High net worth individuals | 301 | $1.6B | 94.6% |
| Pension and profit sharing plans | 5 | $13.5M | 0.8% |
| Charitable organizations | 0 | $2.3M | 0.14% |
| Corporations and other businesses | 0 | $758K | 0.04% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Elg Haniel Metals Corp. And Subsidiaries Tax Deferred Savings Plan Elg Haniel Metals Corp. | 2024 | |
| Diehl Management, Inc. 401 K Profit Sharing Plan Diehl Management, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexandra Dorianne Cameron | Member/Principal | CFP | Aug 2022 (4y) | 10% – 25% |
| Athena Irene Mallios | Member/Principal | CFP | Aug 2022 (4y) | 10% – 25% |
| Charles John Petredis | Member/Founding Prinicpal | Aug 2022 (4y) | Less than 5% | |
| Charles William Petredis | Chief Compliance Officer, Member, Principal | CFA | Aug 2022 (4y) | 10% – 25% |
| Christian Sava Petredis | Member/Principal | CFA | Aug 2022 (4y) | 10% – 25% |
| Eric Matthew Fencil | Registered representative | CFA | Aug 2024 (2y) | |
| Anthony Joseph Podrasky | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 60% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Elg Haniel Metals Corp. And Subsidiaries Tax Deferred Savings Plan | Elg Haniel Metals Corp. | 153 | $29.0M | 01/01/2024 |
| Diehl Management, Inc. 401 K Profit Sharing Plan | Diehl Management, Inc. | 492 | $18.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Wells Fargo $1.7B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗