SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Measured Risk Portfolios
San Diego, CA
Measured Risk Portfolios, Inc., CRD 141422
Firm filing updated April 8, 2026 ·
- $597.2MAssets
- 4Advisory staff
- 1,601Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Performance-based feesYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals625
- High net worth individuals168
- Corporations or other businesses8
- Pension and profit sharing plans6
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 625 | $198.6 million |
| High net worth individuals | 168 | $259.3 million |
| Investment companies | 1 | $124.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $2.6 million |
| Charitable organizations | Fewer than 5 clients | $693,571 |
| Insurance companies | Fewer than 5 clients | $9.4 million |
| Corporations or other businesses not listed above | 8 | $2.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Pension consulting services
- Other: "FINANCIAL CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other: "FINANCIAL CONSULTING"
Assets and accounts
- Regulatory assets$597.2 million
- Accounts1,601
- Discretionary$570.9 million · 1,584 accounts
- Non-discretionary$26.3 million · 17 accounts
People
- Employees13
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients101 to 250
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Measured Risk Portfolios, Inc. SEC-registered investment advisor. CRD 141422, SEC file 801-80124.
- Registered with the SEC as an investment advisor (status date on record: August 14, 2014).
Is Measured Risk Portfolios a fiduciary?
Short answer: Measured Risk Portfolios is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.