PROBITAS FINANCIAL

PROBITAS FINANCIAL of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 143819). Regulatory assets under management: $74.7M.

Registration

• CRD: 143819
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143819 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search