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PROBITY ADVISORS, INC.
CRD 121849 · SEC 801-61430
10000 N. CENTRAL EXPRESSWAY, SUITE 1326, DALLAS, TX, 75231, United States
Phone
214-891-8131
Fax
972-905-9172
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$859.4M
Discretionary AUM
$857.8M
Team
9 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 391 | $130.7M |
| High net worth individuals | 152 | $531.8M |
| Pension/profit sharing plans | 14 | $91.4M |
| Charitable organizations | 5 | $12.9M |
| Corporations/business entities | 5 | $92.7M |
States served
AR, CA, CO, KS, MA, NE, NY, OK, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD