HIGH PROBABILITY ADVISORS, LLC
Latest filing: Feb 18, 2025 (148 days ago)
AUM
$813,429,881
20% change vs. 1 year ago
77% change vs. 3 years ago
297% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
13
0% change vs. 1 year ago
30% change vs. 3 years ago
44% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
PITTSFORD, NY
167 SULLY'S TRAIL, PITTSFORD, NY, UNITED STATES, 14534
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.0 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.7 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 164 | $0.1 |
| Average Individual AUM | $363,797 | |
| HNW | 129 | $0.6 |
| Average HNW AUM | $4,979,120 | |
| Retail Total | 293 | $0.7 |
| Average Retail AUM | $2,395,799 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.5 |
| FIDELITY DISTRIBUTORS COMPANY LLC | SMITHFIELD-RI-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.8 |
| Retail SMA AUM | $0.7 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 4% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 85% | $0.7 |
| Other Pools | 2% | $0.0 |
| Cash | 7% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $0.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL JONES | PITTSFORD | NY | S63|1991-10-03|S65|1995-05-15 | CHARTERED FINANCIAL ANALYST | |||||
| GEORGE MARRON | PITTSFORD | NY | S63|2014-06-06|S65|2014-09-12 | CERTIFIED FINANCIAL PLANNER | |||||
| STEPHEN CARL | PITTSFORD | NY | S63|2009-06-24|S65|2000-05-09 | ||||||
| MATTHEW NEWMAN | PITTSFORD | NY | S63|2015-10-06 | CERTIFIED FINANCIAL PLANNER | |||||
| JAKE COOPER | PITTSFORD | NY | S63|2014-08-25|S65|2019-09-26 | ||||||
| JOHN MANN | PITTSFORD | NY | S66|2011-03-15|S65|2022-11-05 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.8 | $0.0 | 0% | 13 | 0 | 0% |
| 2025-04-21 | $0.8 | $0.0 | 0% | 13 | 0 | 0% |
| 2024-04-02 | $0.7 | $0.1 | 20% | 13 | 0 | 0% |
| 2023-04-04 | $0.5 | $0.3 | 50% | 10 | 3 | 30% |
| 2022-04-01 | $0.5 | $0.4 | 77% | 10 | 3 | 30% |
| 2021-04-05 | $0.3 | $0.5 | 157% | 9 | 4 | 44% |
| 2020-04-01 | $0.2 | $0.6 | 297% | 9 | 4 | 44% |
| 2019-04-01 | $0.1 | $0.8 | 1508% | 2 | 11 | 550% |
| 2018-04-02 | $0.0 | $0.8 | 3121% | 2 | 11 | 550% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, FL-11/11/2018, NH-02/18/2025, NY-10/26/2017, TX-02/22/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV