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| Keyboard |
| Probity Advisors Inc
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|---|---|
| CRD # | 121849 |
| SEC # | 801-61430 |
| CIK # | 0001676603 |
| AUM | 859.4 M (2026-03-27) |
| Employees | 9 (78% Investors, 11% Brokers) |
| Phone | 214-891-8131 |
| Address | 10000 N Central Expressway Dallas, TX 75231 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.7 | ||
| Lam Research Corp | 6.3 | ||
| Global MOFY Metaverse Ltd | 5.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 130.7 |
| (b) Individuals (high net worth individuals) | 152 | 531.8 |
| (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 | 14 | 91.4 |
| (h) Charitable organizations | 5 | 12.9 |
| (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 | 5 | 92.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,144 | 859.4 |
| By Discretionary | ||
| Discretionary | 1,142 | 857.8 |
| Non-Discretionary | 2 | 1.7 |
| Total | 1,144 | 859.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 859.4 | |
| Total | 1,144 | 859.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001676603] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
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