# Portfolio Design Labs, LLC

> Portfolio Design Labs, LLC is an SEC-registered investment advisory firm in Encino, CA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 318127
- Filed as: PORTFOLIO DESIGN LABS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Encino, CA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318127
- AdvisorCensus page: https://advisorcensus.com/firm/portfolio-design-labs-llc-encino-ca-318127

## Quick answers

**How is Portfolio Design Labs, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Portfolio Design Labs, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Portfolio Design Labs, LLC located?**
Portfolio Design Labs, LLC's principal office is in Encino, CA, according to its Form ADV.

**Is Portfolio Design Labs, LLC registered with the SEC or a state?**
Portfolio Design Labs, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 318127.

**How much does Portfolio Design Labs, LLC manage?**
Portfolio Design Labs, LLC reports $624,940,280 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**How have Portfolio Design Labs, LLC's assets and staff changed since 2022?**
In the Form ADV data for Portfolio Design Labs, LLC: Regulatory assets under management: $55,117,912 in the October 2022 data and $624,940,280 in the October 2026 data, up 1034%. Total employees: 4 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Portfolio Design Labs, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (249); high net worth individuals (97); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Portfolio Design Labs, LLC use?**
Portfolio Design Labs, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Portfolio Design Labs, 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/318127

**What changed in Portfolio Design Labs, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

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

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: $624,940,280
- Discretionary: $624,940,280
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 249 | $220,092,952 |
| High net worth individuals | 97 | $327,145,642 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $13,280,550 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $64,421,136 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, DE, FL, GA, IL, KS, LA, NC, NH, NJ, OR, PA, SC, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [portfoliolabs.com](https://portfoliolabs.com)
- LinkedIn @portfolio-design-labs

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $55,117,912 | 4 | September 22, 2022 |
| October 2023 | $178,453,267 | 4 | July 7, 2023 |
| October 2024 | $276,199,398 | 4 | August 21, 2024 |
| October 2025 | $501,818,485 | 4 | June 27, 2025 |
| October 2026 | $624,940,280 | 5 | May 11, 2026 |

Regulatory assets under management: $55,117,912 in the October 2022 data and $624,940,280 in the October 2026 data, up 1034%.
Total employees: 4 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in OR.

### April 2026
- Regulatory assets under management went from $501,818,485 to $624,940,280 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portfolio Design Labs, LLC (CRD 318127): Form ADV filing data as of October 2026.