High Probability Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$885,320,012
Clients
344
Advisors
8
across 3 offices
About
High Probability Advisors (HPA) serves individual and high‑net‑worth clients, as well as trusts, estates, corporations and retirement plans, offering portfolio management, financial planning and retirement‑plan advisory services (including serving as a 3(38) manager and advisor to pooled employer plans). The firm reports approximately $1.046 billion in assets under management across about 344 client relationships and is staffed by an eight‑person advisory team.
HPA develops individualized portfolio allocations through client interviews and may manage accounts on either a discretionary or non‑discretionary basis, using ETFs, mutual funds, individual equity and fixed‑income securities, REITs and cash vehicles. The firm describes use of quantitative, fundamental and technical analysis, conducts at least monthly monitoring, and provides customized quarterly reports that show portfolio positions and performance versus relevant benchmarks.
Compared with many team firms, HPA’s ADV indicates it presents performance information in its materials — including performance results and hypothetical performance examples — and also references third‑party ratings, which the firm discloses in its regulatory materials. The brochure also notes a minority ownership and referral relationship with accounting firm Bonadio & Co., LLP (which HPA may recommend to clients) and describes custody practices that include standing letters of authorization, both of which are operational features investors may wish to consider.
Client services
Expertise
Occupation focus
Fee options
$0 - $2 million: 0.70% $2 million - $5 million: 0.60% $5 million - $10 million: 0.50% $10 million - $25 million: 0.35% $25 million - $50 million: 0.30% $50 million+: 0.25%
Account minimum: $500,000 Minimum fee: Minimum annual fee of $3,750, negotiable or waivable Fee-only: Fee-based, no commissions
Main office
See office167 Sully's Trail, Suite 300
Pittsford NY 14534
Advisors at this office
5
Offices (3)
Most active in
California · Delaware · Florida · Massachusetts · Michigan · New Hampshire · New York · North Carolina · Texas
Also doing business as
Auxilium Capital Management, LLC · High Probability Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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