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ETF PORTFOLIO PARTNERS, INC.
CRD 128366File 801-80946
APPROVED
Retail clients
Disclosure events
Filing as of Jan 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$431.1M
Below cohort median (national)
Discretionary AUM
$430.7M
Non-discretionary $400K
Clients
443
429 accounts
Employees
8
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 5, 2015
- Principal office
- 4831 W. 136TH STREET, SUITE 300, LEAWOOD, KS, 66224-5922
- Phone
- 913-851-1100
- Website
- HTTPS://ETFPP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $431.1M
- Discretionary AUM
- $430.7M
- Non-discretionary AUM
- $400K
- Discretionary accounts
- 425
- Non-discretionary accounts
- 4
- Total accounts
- 429
- AUM per client
- $973K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $7.3M |
| Charitable organizations | 6 | $3.5M |
| High net worth individuals | 107 | $321.7M |
| Individuals (other than high net worth individuals) | 322 | $98.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11B1
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.