# Thrive Portfolios

> Thrive Portfolios is a state-registered investment advisory firm in San Diego, CA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 314414
- Filed as: THRIVE PORTFOLIOS
- Legal name: Thrive Portfolios, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314414
- AdvisorCensus page: https://advisorcensus.com/firm/thrive-portfolios-san-diego-ca-314414

## Quick answers

**How is Thrive Portfolios compensated?**
On its Form ADV (Item 5.E, October 2026), Thrive Portfolios reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Thrive Portfolios located?**
Thrive Portfolios' principal office is in San Diego, CA, according to its Form ADV.

**Is Thrive Portfolios registered with the SEC or a state?**
Thrive Portfolios is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314414.

**How much does Thrive Portfolios manage?**
Thrive Portfolios reports $2,866,588 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Thrive Portfolios serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does Thrive Portfolios report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314414

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,866,588
- Discretionary: $2,866,588
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $2,866,588 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thriveportfolios.com
- Facebook facebook.com
- LinkedIn @thrive-portfolios-inc
- YouTube @thriveportfolios

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Thrive Portfolios (CRD 314414): Form ADV filing data as of October 2026.