# PROBITAS FINANCIAL

PROBITAS FINANCIAL of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 143819
- Type: SEC-registered investment adviser
- Location: 1500 QUAIL STREET, NEWPORT BEACH, CA, 92660
- Phone: 949-528-6060
- Latest filing: 2026-03-09
- Regulatory AUM: $74.7M
- Non-discretionary AUM: $74.7M
- Clients: 2
- Accounts: 145

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143819/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143819/similar
- Related entities: https://search.stillhousedata.com/firm/143819/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143819

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.