$74.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark
- Clients
- Retail and Institutional
- Platforms
- Ember zenithUnison value
- Established Date
- 07-25-2007
- Office Locations
- 2
Office Locations
1500 Quail Street Suite 540 Newport Beach CA
-- Ladera Ranch CA
About Probitas Financial
Probitas Financial is a Newport Beach, CA advisory firm focused on comprehensive wealth planning—risk management and insurance strategy, deferred compensation and retirement distribution planning, and estate/charitable and family wealth transfer planning, including business succession and trustee/executor selection. Investment implementation includes portfolio construction using mutual funds, ETFs, and fixed income; works with AssetMark.
Team overview
49 AVG AGE
$74.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Vector radial Summit
Client Personas
Alpha Vital alpha
Custodian
Horizon Focus summit Vector eagle Oak
Investment Themes
Ember
Investment Vehicles
Element horizon
Platform
Horizon alpha Fusion signal Legacy
Services
Legacy Harbor Ember matrix Unison Vector timber Horizon insight Crest capital
Technology
Glacier Alpha beacon
Owner & Executives
GARY JOSEPH VYNEMAN
President
- CRD
- #4765414
- Ownership
- 75% or more
(394) 468-1156
vital.horizon@catalystcapital.com
in linkedin.com/in/legacy-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
T
TRACI LYNN KAAS
--
- CRD
- #5640507
(272) 503-4592
legacy.capital@peakcapital.com
in linkedin.com/in/vertex-beacon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $74,684,052 | -- |
| Total | $74,684,052 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,684,052
Public Funds:
13.0% Equity - Exchange:
16.2% Municipal Bonds:
7.5% Corporate - Investment Grade:
22.0% Cash:
14.5% U.S. Government/Agency:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $421,823,216 | 13.0% |
| Equity - Exchange | $525,656,623 | 16.2% |
| Municipal Bonds | $243,359,548 | 7.5% |
| Corporate - Investment Grade | $713,854,673 | 22.0% |
| Cash | $470,495,126 | 14.5% |
| U.S. Government/Agency | $869,604,784 | 26.8% |
| Total | $3,244,793,970 | 100.0% |