Probity Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 27, 2026, reports $859M in regulatory assets under management, 9 employees, and 1,144 accounts.
Assets Under Management
$859M
Employees
9
Offices
--
Total Clients
567
Primary office
DALLAS, TX
10000 N. CENTRAL EXPRESSWAY, SUITE 1326, DALLAS, TX, United States
Top client segmentIndividuals represent 69.0% of total clients.
Top client categories% of clientsClients
1
Individuals
69.0%
391
2
HNWI
26.8%
152
3
Pension Plans
2.5%
14
4
Charitable
0.9%
5
5
Corporations
0.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$859Mas of March 27, 2026
Discretionary99.8%
$858M
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$859M
Total Accounts1,144
10Y AUM Change+$516M (+150.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee63:1
10Y Employee Change-2 (-18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.