SEAL BEACH, CACRD 153188Latest ADV February 13, 2026
My Portfolio Guide, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seal Beach, CA. Its latest Form ADV filing, dated February 13, 2026, reports $201M in regulatory assets under management, 2 employees, and 653 accounts.
Assets Under Management
$201M
Employees
2
Offices
--
Total Clients
318
Primary office
SEAL BEACH, CA
3020 OLD RANCH PARKWAY, SUITE 300, SEAL BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.7% of total clients.
Top client categories% of clientsClients
1
Individuals
59.7%
190
2
HNWI
39.3%
125
3
Pension Plans
0.9%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$201Mas of February 13, 2026
Discretionary100.0%
$201M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$201M
Total Accounts653
10Y AUM Change+$87M (+76.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee159:1
10Y Employee Change0 (0.0%)
* 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.