Probity Advisors Inc

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Assets, Funds, Holdings

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Probity Advisors Inc
CRD #121849
SEC #801-61430
CIK #0001676603
AUM $630.2 MM (2024-05-16)
Employees 9 (78% Investors, 11% Brokers)
Phone214-891-8131
Address10000 N Central Expressway
Dallas, TX 75231
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
70056042028014002000200820162025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 9.2
SPEM 4.9
LRCX 60,793.2 4.1
MCHP 32,965.1 3.7
LLY 301,789.7 3.6
 
 
 
 
 
 
Holdings by Sector ($MM)
60048036024012002016201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 362 114.7
(b) Individuals (high net worth individuals) 123 385.4
(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 61.9
(h) Charitable organizations 5 12.1
(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 56.2
(n) Other 0 0.0
Total 509 630.2
By Discretionary
Discretionary 507 628.8
Non-Discretionary 2 1.3
Total 509 630.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 630.2
Total 509 630.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001676603]
Comparable Firms State AUM ($BB)
Walkner Condon Financial Advisors LLC
WI 0.6
CIM LLC
NY 0.6
Riskbridge Advisors LLC
CT 0.6
Galecki Financial Management Inc
IN 0.6
Net Worth Advisory Group LLC
UT 0.6
Catalina Capital Group LLC
CA 0.6
Summit Wealth Partners LLC
FL 0.6
Asset Allocation Strategies LLC
MI 0.6
Baron Wealth Management LLC
MI 0.6
Gitterman Wealth Management LLC
NJ 0.6
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