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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 13 | increased by3 |
| Apr 1, 2026 | Clients | 711 | 812 | increased by101 |
| Apr 1, 2026 | AUM | $399,968,279 | $597,205,588 | increased by$197,237,309 |
| Apr 1, 2026 | Accounts | 1,456 | 1,601 | increased by145 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 10 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 577 | 711 | increased by134 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $262,114,144 | $399,968,279 | increased by$137,854,135 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 998 | 1,456 | increased by458 |
| Apr 1, 2022 | Clients | 517 | 577 | increased by60 |
| Apr 1, 2022 | AUM | $197,531,383 | $262,114,144 | increased by$64,582,761 |
| Apr 1, 2022 | Accounts | 857 | 998 | increased by141 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MEASURED RISK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MEASURED RISK” may also match similarly-named firms). Confirm identity against each filing.
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.