Dallas, TX Ten Thousand North Central Expressway Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Probity Advisors, Inc.
Team
Firm-wide stats for Probity Advisors, Inc.
Clients per advisor
181 Very HighAvg AUM per client
$1,220,038 TypicalHNW client ratio
28% TypicalAbout
Probity Advisors, Inc. provides discretionary portfolio management, financial planning, annuity allocation services, consulting, and retirement plan advisory to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporations. The firm manages client accounts through several in‑house platforms and also offers standalone consulting and financial planning engagements.
The firm’s investment approach combines active stock selection and fixed‑income management with ETF‑based tactical allocation and quantitative rebalancing, tailoring portfolios to clients’ stated objectives, tax considerations, time horizons, and risk tolerances. Probity uses a mix of fundamental, technical, quantitative and cyclical analysis, may employ options strategies for hedging or income, and conducts periodic account reviews with quarterly reporting and online performance access.
Distinctive features disclosed in the brochure include a weekly client commentary and periodic white papers distributed to clients and other contacts, and the provision of participant education as part of its retirement plan services. Probity also owns a majority interest in an affiliated registered adviser (WSA Affiliates, LLC), discloses referral arrangements with that affiliate, and its principals have related business activities (including an insurance agency and a technology services company) that are disclosed and managed for potential conflicts.
Based on Probity Advisors, Inc.
Expertise
Based on Probity Advisors, Inc.
Location
Ten Thousand North Central Expressway, Suite 1326
Dallas TX 75231
Advisors at this office
1
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