|
⚲
|
| Keyboard |
| High Probability Advisors LLC
✚
|
|
|---|---|
| CRD # | 289541 |
| SEC # | 801-111913 |
| CIK # | 0002039415 |
| AUM | 1,046.3 M (2026-05-19) |
| Employees | 16 (81% Investors, 0% Brokers) |
| Phone | 585-485-0135 |
| Address | 167 Sullys Trail Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 77.3 |
| (b) Individuals (high net worth individuals) | 152 | 808.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 45 | 146.1 |
| (h) Charitable organizations | 9 | 14.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 860 | 1,046.3 |
| By Discretionary | ||
| Discretionary | 808 | 1,006.0 |
| Non-Discretionary | 52 | 40.4 |
| Total | 860 | 1,046.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 1,044.0 | |
| Total | 860 | 1,046.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002039415] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Liberty One Investment Management LLC
✚
|
IL | 1,052.1 M |
|
Panoramika Advisors Inc
✚
|
FL | 1,050.3 M |
|
Sittner & Nelson LLC
✚
|
OR | 1,048.6 M |
|
Matauro LLC
✚
|
NY | 1,047.3 M |
|
Baker Ellis Asset Management LLC
✚
|
WA | 1,047.1 M |
|
Morling Financial Advisors LLC
✚
|
CA | 1,047.1 M |
|
Weaver Consulting Group LLC
✚
|
CA | 1,046.3 M |
|
Three Bridge Wealth Advisors LLC
✚
|
CA | 1,045.8 M |
|
Marble Wealth LLC
✚
|
AL | 1,045.2 M |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 1,043.0 M |