# My Portfolio Guide, LLC

> My Portfolio Guide, LLC is an SEC-registered investment advisory firm in Seal Beach, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 153188
- Filed as: MY PORTFOLIO GUIDE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seal Beach, CA
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153188
- AdvisorCensus page: https://advisorcensus.com/firm/my-portfolio-guide-llc-seal-beach-ca-153188

## Quick answers

**How is My Portfolio Guide, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), My Portfolio Guide, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does My Portfolio Guide, LLC charge?**
Its Form ADV Part 2A brochure dated February 13, 2026 states: Hourly rate: $250 to $500 an hour (financial planning services or consulting to clients for a fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is My Portfolio Guide, LLC located?**
My Portfolio Guide, LLC's principal office is in Seal Beach, CA, according to its Form ADV.

**Is My Portfolio Guide, LLC registered with the SEC or a state?**
My Portfolio Guide, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 153188.

**How much does My Portfolio Guide, LLC manage?**
My Portfolio Guide, LLC reports $200,987,737 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**How have My Portfolio Guide, LLC's assets and staff changed since 2024?**
In the Form ADV data for My Portfolio Guide, LLC: Regulatory assets under management: $114,101,485 in the October 2024 data and $200,987,737 in the October 2026 data, up 76%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does My Portfolio Guide, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (190); high net worth individuals (125); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does My Portfolio Guide, LLC use?**
My Portfolio Guide, LLC's 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.

**Does My Portfolio Guide, LLC report any disciplinary disclosures?**
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/153188

**What changed in My Portfolio Guide, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $142,461,566 to $200,987,737 (+41%). Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 13, 2026)

- Hourly rate: $250 to $500 an hour (financial planning services or consulting to clients for a fee)

> In cases where MPG provides financial planning services or consulting to clients for a fee, the hourly rate will be $250 to $500 depending on the needs of the client and complexity of the situation.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $200,987,737
- Discretionary: $200,987,737
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 190 | $157,609,924 |
| High net worth individuals | 125 | $42,827,513 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $550,300 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myportfolioguide.com
- Facebook @MYPORTFOLIOGUIDE
- LinkedIn @FINANCIALADVISORORANGECOUNTY
- Pinterest @PORTFOLIOGUIDE
- X @PORTFOLIOGUIDE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $114,101,485 | 2 | February 26, 2024 |
| October 2025 | $142,461,566 | 2 | February 26, 2025 |
| October 2026 | $200,987,737 | 2 | February 13, 2026 |

Regulatory assets under management: $114,101,485 in the October 2024 data and $200,987,737 in the October 2026 data, up 76%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $142,461,566 to $200,987,737 (+41%).
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. My Portfolio Guide, LLC (CRD 153188): Form ADV filing data as of October 2026.