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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 Oct 1, 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
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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 411 | 443 | increased by32 |
| Feb 1, 2026 | AUM | $369,045,238 | $431,143,922 | increased by$62,098,684 |
| Feb 1, 2026 | Accounts | 416 | 429 | increased by13 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 387 | 411 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $296,193,936 | $369,045,238 | increased by$72,851,302 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 387 | 416 | increased by29 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 345 | 387 | increased by42 |
| Apr 1, 2022 | AUM | $244,561,400 | $296,193,936 | increased by$51,632,536 |
| Apr 1, 2022 | Accounts | 793 | 387 | decreased by406 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ETF PORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ETF PORTFOLIO” may also match similarly-named firms). Confirm identity against each filing.
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.