{
  "crd_number": 141422,
  "slug": "measured-risk-portfolios-san-diego-ca-141422",
  "primary_business_name": "MEASURED RISK PORTFOLIOS",
  "legal_name": "MEASURED RISK PORTFOLIOS, INC.",
  "dbas": [
    "KINGSROAD FINANCIAL & INSURANCE SERVICES",
    "MEASURED RISK PORTFOLIOS"
  ],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-08-14",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-04-08",
  "carried_forward": false,
  "raum_total": 597205588.0,
  "raum_discretionary": 570867075.0,
  "raum_non_discretionary": 26338513.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 693571.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 198621473.0,
      "count": 625
    },
    "insurance_companies": {
      "raum": 9427946.0,
      "count": 2,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 124494361.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 2595024.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 259288964.0,
      "count": 168
    },
    "corporations_other_businesses": {
      "raum": 2084249.0,
      "count": 8
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "HI",
    "ID",
    "IL",
    "MD",
    "MO",
    "NC",
    "NM",
    "NV",
    "NY",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://kingsroadinc.com",
    "https://linkedin.com/company/measured-risk-portfolios",
    "https://measuredriskportfolios.com",
    "https://synthequityetf.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141422",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/measured-risk-portfolios-san-diego-ca-141422",
  "display_name": "Measured Risk Portfolios",
  "summary": "Measured Risk Portfolios is an SEC-registered investment advisory firm in San Diego, CA, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 8, 2026.",
  "citation": "AdvisorCensus. Measured Risk Portfolios (CRD 141422): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Measured Risk Portfolios compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Measured Risk Portfolios reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees."
    },
    {
      "q": "How much does Measured Risk Portfolios charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $2,500 (a comprehensive written plan); Hourly rate: $250 an hour (financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Measured Risk Portfolios located?",
      "a": "Measured Risk Portfolios' principal office is in San Diego, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Measured Risk Portfolios registered with the SEC or a state?",
      "a": "Measured Risk Portfolios is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 141422."
    },
    {
      "q": "How much does Measured Risk Portfolios manage?",
      "a": "Measured Risk Portfolios reports $597,205,588 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (96% discretionary)."
    },
    {
      "q": "How have Measured Risk Portfolios' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Measured Risk Portfolios: Regulatory assets under management: $197,531,383 in the October 2021 data and $597,205,588 in the October 2026 data, up 202%. Total employees: 5 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Measured Risk Portfolios serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (625); high net worth individuals (168); corporations or other businesses not listed above (8)."
    },
    {
      "q": "Which custodians does Measured Risk Portfolios use?",
      "a": "Measured Risk Portfolios' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Measured Risk Portfolios report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141422"
    },
    {
      "q": "What changed in Measured Risk Portfolios' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $399,968,279 to $597,205,588 (+49%). Added an office in Rockville Centre, NY. Registered or notice-filed in GA, MO, SC, TN, UT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 197531383.0,
      "total_employees": 5,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 262114144.0,
      "total_employees": 5,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 239975906.0,
      "total_employees": 6,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 297849184.0,
      "total_employees": 8,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 399968279.0,
      "total_employees": 10,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 597205588.0,
      "total_employees": 13,
      "filing_date": "2026-04-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $399,968,279 to $597,205,588 (+49%).",
        "Added an office in Rockville Centre, NY.",
        "Registered or notice-filed in GA, MO, SC, TN, UT."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in GA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,500 (a comprehensive written plan)",
      "Hourly rate: $250 an hour (financial consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 (a comprehensive written plan)"
        ],
        "quotes": [
          "MRPI offers financial planning services on a flat rate for a comprehensive written plan. Our fixed fee is generally $2500."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial consulting services)"
        ],
        "quotes": [
          "We charge an hourly fee of $250 for financial consulting services and payable as invoiced."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 2500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "a comprehensive written plan"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial consulting services"
        }
      ]
    },
    "quotes": [
      "MRPI offers financial planning services on a flat rate for a comprehensive written plan. Our fixed fee is generally $2500.",
      "We charge an hourly fee of $250 for financial consulting services and payable as invoiced."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/measured-risk-portfolios-san-diego-ca-141422.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 625,
      "fewer_than_5": false,
      "raum": 198621473.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 168,
      "fewer_than_5": false,
      "raum": 259288964.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 124494361.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 2595024.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 693571.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 2,
      "fewer_than_5": true,
      "raum": 9427946.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 2084249.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141422",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}