# All Weather Portfolio Management, Inc.

> All Weather Portfolio Management, Inc. is a state-registered investment advisory firm, registered since 1996, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 116413
- Filed as: ALL WEATHER PORTFOLIO MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116413
- AdvisorCensus page: https://advisorcensus.com/firm/all-weather-portfolio-management-inc-116413

## Quick answers

**How is All Weather Portfolio Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), All Weather Portfolio Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is All Weather Portfolio Management, Inc. registered with the SEC or a state?**
All Weather Portfolio Management, Inc. is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 116413.

**How much does All Weather Portfolio Management, Inc. manage?**
All Weather Portfolio Management, Inc. reports $12,685,401 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (95% discretionary).

**What types of clients does All Weather Portfolio Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94).

**Does All Weather Portfolio Management, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116413

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $12,685,401
- Discretionary: $12,084,707
- Non-discretionary: $600,694

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $12,685,401 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 1996 (30 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116413

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. All Weather Portfolio Management, Inc. (CRD 116413): Form ADV filing data as of October 2026.