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Probity Advisors
Probitas Advisors, Inc. is an SEC-registered investment adviser in Dallas, TX, registered since 2002. The firm manages $859 million in assets, $858 million...
Overview
Probitas Advisors, Inc. is an SEC-registered investment adviser in Dallas, TX, registered since 2002. The firm manages $859 million in assets, $858 million on a discretionary basis. It has 9 employees and 7 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Probity Advisors?
The specific individuals responsible for investment decisions at Probity Advisors are not publicly named in available sources. The firm is structured as a corporate RIA, so decisions are made by registered investment adviser representatives within the firm. Public records do not identify a named CIO or lead portfolio manager.
Which sectors does Probity Advisors explicitly avoid?
Probity Advisors has not publicly disclosed any sector exclusions. Without a published investment policy statement or publicly available client materials, sector avoidance cannot be determined. Most RIAs customize exposures based on client mandates rather than firm-wide prohibitions.
How is Probity Advisors related to other financial entities?
No public records indicate Probity Advisors has parent or subsidiary relationships. The firm does not appear in SEC filings linked to larger financial groups. Its independence as a standalone RIA cannot be confirmed from available data.
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