Measured Risk Portfolios is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated April 8, 2026, reports $597M in regulatory assets under management, 13 employees, 1 office, and 1,601 accounts.
Assets Under Management
$597M
Employees
13
Offices
1 office
Total Clients
812
Primary office
SAN DIEGO, CA
5230 CARROLL CANYON ROAD, #224, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
625
2
HNWI
20.7%
168
3
Corporations
1.0%
8
4
Pension Plans
0.7%
6
5
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$597Mas of April 8, 2026
Discretionary95.6%
$571M
96% of total RAUM95.6%
Non-discretionary4.4%
$26M
4% of total RAUM4.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$597M
Total Accounts1,601
10Y AUM Change+$474M (+385.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee62:1
10Y Employee Change+5 (+62.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.