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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-16-2015
- Office Locations
- 1
Office Locations
About Probert Investment Advisers, LLC
Probert Investment Advisers, LLC is a Tiburon-based RIA. The firm has been operating for 11 years. Managing $15.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 2 clients, or 2 clients per representative. That equates to $7.7M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Probert Investment Advisers, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
COLIN C PROBERT
President
- CRD
- #6444944
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,349,573 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,349,573 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Probert Investment Advisers, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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