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MEASURED RISK PORTFOLIOS
Legal name: MEASURED RISK PORTFOLIOS, INC.
CRD 141422File 801-80124
APPROVED
Retail clients
Custody
Filing as of Apr 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$597.2M
Above cohort median (national)
Discretionary AUM
$570.9M
Non-discretionary $26.3M
Clients
812
1,601 accounts
Employees
13
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 14, 2014
- Principal office
- 5230 CARROLL CANYON ROAD, #224, SAN DIEGO, CA, 92121
- Phone
- 858-935-1125
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $597.2M
- Discretionary AUM
- $570.9M
- Non-discretionary AUM
- $26.3M
- Discretionary accounts
- 1,584
- Non-discretionary accounts
- 17
- Total accounts
- 1,601
- AUM per client
- $735K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $2.1M |
| Insurance companies | Fewer than 5 | $9.4M |
| Investment companies | 1 | $124.5M |
| Charitable organizations | Fewer than 5 | $694K |
| High net worth individuals | 168 | $259.3M |
| Pension and profit sharing plans | 6 | $2.6M |
| Individuals (other than high net worth individuals) | 625 | $198.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.