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MEASURED RISK PORTFOLIOS

SAN DIEGO, CA · CRD 141422 · IAPD ↗ · kingsroadinc.com · 858-935-1125

$597.2MRegulatory AUM
4Advisory reps
13Employees
0Clients
101-250Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — MEASURED RISK PORTFOLIOS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — MEASURED RISK PORTFOLIOS notice-filed in GA, MO, SC, TN, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — MEASURED RISK PORTFOLIOS crossed $500M in regulatory AUM ($400.0M -> $597.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2026 — MEASURED RISK PORTFOLIOS reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2025 — MEASURED RISK PORTFOLIOS notice-filed in NC, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — MEASURED RISK PORTFOLIOS reported RAUM up 34% ($297.8M -> $400.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
June 2024 — MEASURED RISK PORTFOLIOS changed its website from measuredriskportfolios.com to kingsroadinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2024 — MEASURED RISK PORTFOLIOS notice-filed in CO, GA, ID, NY, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — MEASURED RISK PORTFOLIOS reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.