Investment adviser · CRD 141422
MEASURED RISK PORTFOLIOS
Investment adviser filing (IA)
MEASURED RISK PORTFOLIOS, INC.
SAN DIEGO, CA, United States · Form ADV filed Apr 8, 2026
- Regulatory AUM
- $597M Form ADV · Item 5.F
- Client accounts
- 1,601 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 168 | $259,288,964 | 43.4% |
| Individuals | 625 | $198,621,473 | 33.3% |
| Investment companies | 1 | $124,494,361 | 20.8% |
| Insurance companies | Fewer than 5 | $9,427,946 | 1.6% |
| Retirement plans | 6 | $2,595,024 | 0.4% |
| Corporations & businesses | 8 | $2,084,249 | 0.3% |
| Charities | Fewer than 5 | $693,571 | 0.1% |
Filing source
Form ADV 2093064 · Apr 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
5230 CARROLL CANYON ROAD, #224SAN DIEGO, CA, 92121, United States
CRD 141422
Filing source
Form ADV 2093064 · Apr 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.