MEASURED RISK PORTFOLIOS
SEC RegisteredAbout the firm
Kingsroad Financial & Insurance Services is a SEC registered investment advisor based in San Diego, CA. The firm is entrusted with assembling a team of professionals to help clients achieve their most important financial goals through personal service, knowledge, and attention to detail.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment products and services, insurance products, and advisory services offered through a SEC registered investment advisor.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 625 | $199M |
| High Net Worth Individuals | 168 | $259M |
| Charitable Organizations | 6 | $2.6M |
| State/Municipal Entities | 2 | — |
| Sovereign Wealth Funds | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 2.00% |
| Next $250,000 | 1.85% |
| Next $250,000 | 1.60% |
| Next $250,000 | 1.35% |
| Next $1,000,000 | 1.20% |
| Unlimited | 1.10% |
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MEASURED RISK PORTFOLIOS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.