Overview
Assets Under Management: $732 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 142
Average Client Assets: $3 million
Frequently Asked Questions
PROBITY ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121849), PROBITY ADVISORS, INC. is subject to fiduciary duty under federal law.
PROBITY ADVISORS, INC. is headquartered in DALLAS, TX.
PROBITY ADVISORS, INC. serves 142 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, PROBITY ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
PROBITY ADVISORS, INC. manages $732 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, PROBITY ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 142
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,111
Discretionary Accounts: 1,109
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 121849
Filing ID: 1957995
Last Filing Date: 2025-03-27 11:38:00
Website: https://probityadvisors.com