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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Probity Advisors Inc
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|---|---|
| CRD # | 121849 |
| SEC # | 801-61430 |
| CIK # | 0001676603 |
| AUM | $731.8 M (2025-03-27) |
| Employees | 9 (78% Investors, 11% Brokers) |
| Phone | 214-891-8131 |
| Address | 10000 N Central Expressway Dallas, TX 75231 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.9 | ||
| Global MOFY Metaverse Ltd | 5.0 | ||
| Broadcom Inc | 4.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 394 | 119.9 |
| (b) Individuals (high net worth individuals) | 142 | 445.5 |
| (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 | 75.9 |
| (h) Charitable organizations | 5 | 12.3 |
| (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 | 78.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,111 | 731.8 |
| By Discretionary | ||
| Discretionary | 1,109 | 730.4 |
| Non-Discretionary | 2 | 1.4 |
| Total | 1,111 | 731.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 731.8 | |
| Total | 1,111 | 731.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001676603] |
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|---|---|---|
|
Walkner Condon Financial Advisors LLC
✚
|
WI | 0.7 |
|
Park Capital Management LLC
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WI | 0.7 |
|
McMill Wealth Inc
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NE | 0.7 |
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Pax Financial Group LLC
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TX | 0.7 |
|
Q3 Asset Management Corporation
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MI | 0.7 |
|
EQ LLC
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|
0.7 | |
|
Leelyn Smith LLC
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IL | 0.7 |
|
Premier Financial Group Inc
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CA | 0.7 |
|
Copperwynd Financial LLC
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AZ | 0.7 |
|
Compton Wealth Advisory Group LLC
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VA | 0.7 |