CRD: 289541
High Probability Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Trust Company OF America
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-26-2017
- Office Locations
- 4
Office Locations
About High Probability Advisors, LLC
High Probability Advisors is a fiduciary investment advisory firm serving business leaders and high-net-worth families, plus nonprofits/foundations and retirement plans. It uses goals-based allocations and low-cost, tax-efficient, factor-driven selection grounded in behavioral finance and academic research, with a robust risk-management process and turnkey implementation. Leadership includes Rochester Business Hall of Fame members and a public-company Co-CEO.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN JOSEPH CARL
Chief Executive Officer, Managing Member
- CRD
- #4161139
- Ownership
- 25% but less than 50%
MICHAEL EDWARD JONES
Chief Executive Officer, Chief Investment Officer
- CRD
- #1695247
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Benjamin Augustine Bedosky
Vice President & Financial Advisor
- CRD
- #8102780
JAKE WALKER COOPER
Financial Advisor, General Partner
- CRD
- #6292067
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,005,952,116 | $1,244,990 |
| Non-Discretionary | $40,357,757 | $776,111 |
| Total | $1,046,309,873 | $1,216,639 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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