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Probity Advisors, Inc.

● SEC registered since 2002CRD 121849SEC# 801-61430Dallas, TX
Export (members)
Reg. AUM
$731.8M
Employees
9
Accounts
1,111
Location
Dallas, TX

Probity Advisors, Inc. assets under management

Probity Advisors, Inc. is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2002. It reports $731.8 million in regulatory assets under management and employs 9 people.

Probity Advisors, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Christopher Tyler Sorrow ControlTrustee Of Probity Shareholder Trust Dtd 7/6/2005Over 75%2024
Christopher Tyler Sorrow ControlVice President/Chief Compliance Officer/Board Member/Chief Operations Officer/Chief Financial OfficerUnder 5%2003
Linda M. Ozanne ControlSecretaryUnder 5%2002
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Frequently asked questions

How much does Probity Advisors, Inc. manage?

Probity Advisors, Inc. reports $731.8 million in regulatory assets under management on its Form ADV.

How many employees does Probity Advisors, Inc. have?

Probity Advisors, Inc. reports 9 employees.

Where is Probity Advisors, Inc. located?

Probity Advisors, Inc. is based in Dallas, TX and has been SEC-registered since 2002.

Does Probity Advisors, Inc. disclose fund performance?

Probity Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10000 N. Central Expressway, Suite 1326, Dallas, TX 75231
Phone214-891-8131
Fax972-905-9172
Office hours9:00a.m. To 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$730.4M
Non-discretionary$1.4M
Total (RAUM)$731.8M