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The fee is billed in advance or in arrears and is negotiable.","source":"HPA PART 2A MARCH 2026, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does High Probability Advisors use?","answer":"High Probability Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $798M, American Trust Company (Pittsburgh, PA), with $140M and Fidelity Distributors Company LLC (Smithfield, RI), with $105M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does High Probability Advisors have?","answer":"High Probability Advisors has 8 investment adviser representatives registered with state securities authorities, out of 16 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does High Probability Advisors invest in?","answer":"At the end of its last fiscal year, High Probability Advisors’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 2% U.S. government and agency bonds, 2% pooled vehicles (private funds and similar) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns High Probability Advisors?","answer":"High Probability Advisors’ direct owners are Stephen Carl, Michael Jones, Bonadio & Co, LLP and Jeffrey Coons, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 19 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does High Probability Advisors get paid?","answer":"High Probability Advisors is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}