High Probability Advisors, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 398
- Avg AUM / client
- $2.6M
- Accounts
- 860
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 192 | $77.3M | 7.38% |
| High net worth individuals | 152 | $808M | 77.2% |
| Pension and profit sharing plans | 45 | $146M | 14.0% |
| Charitable organizations | 9 | $14.9M | 1.42% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Logical Retirement Solution Americantcs Fiduciary Services, Llc | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Joseph Carl | Chief Executive Officer | Aug 2017 (9y) | Less than 5% | |
| Michael Edward Jones | Chief Investment Officer | CFA | Oct 2017 (9y) | Less than 5% |
| Coons, Jeffrey, Scott | Chief Compliance Officer | Jan 2020 (7y) | 5% – 10% | |
| Matthew James Newman | Registered representative | CFP | Aug 2021 (5y) | |
| Jake Walker Cooper | Registered representative | May 2022 (4y) | ||
| John Edward Mann | Registered representative | Nov 2022 (4y) | ||
| George D Marron | Registered representative | CFP | Apr 2023 (3y) | |
| Benjamin Augustine Bedosky | Registered representative | CFP | May 2025 (1y) | |
| Nikki Lyn Hamblin | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jones Carl Group, Llc | Owner | Aug 2018 | A | 50% – 75% |
| Bonadio & Co, Llp | Owner | Aug 2018 | A | 25% – 50% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Logical Retirement Solution | Americantcs Fiduciary Services, Llc | 1,737 | $90.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $798M (76% of AUM) May 2026
- American Tcs $140M (13% of AUM) May 2026
- American Trust Baa $140M (13% of AUM) May 2026
- Fidelity Distributors Company Llc $105M (10% of AUM) May 2026
- Fidelity Investments Institutional Services Company, Inc. $16.0M (32% of AUM) Apr 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗