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HIGH PROBABILITY ADVISORS, LLC

PITTSFORD, NY · CRD 289541 · IAPD ↗ · vimeo.com · 585-485-0135

$1.05BRegulatory AUM
13Advisory reps
16Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
June 2026 — HIGH PROBABILITY ADVISORS, LLC changed its website from highprobabilityadvisors.com to vimeo.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
June 2026 — HIGH PROBABILITY ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
May 2026 — HIGH PROBABILITY ADVISORS, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — HIGH PROBABILITY ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — HIGH PROBABILITY ADVISORS, LLC now reports custody of client assets ($141,316).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2026 — HIGH PROBABILITY ADVISORS, LLC crossed $1B in regulatory AUM ($813.4M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
51
December 2025 — HIGH PROBABILITY ADVISORS, LLC notice-filed in CA, DE, MI, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — HIGH PROBABILITY ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — HIGH PROBABILITY ADVISORS, LLC reported RAUM up 25% ($542.1M -> $679.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
March 2024 — HIGH PROBABILITY ADVISORS, LLC grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.