Etf Portfolio Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Leawood, KS. Its latest Form ADV filing, dated January 23, 2026, reports $431M in regulatory assets under management, 8 employees, 1 office, and 429 accounts.
Assets Under Management
$431M
Employees
8
Offices
1 office
Total Clients
443
Primary office
LEAWOOD, KS
4831 W. 136TH STREET, SUITE 300, LEAWOOD, KS, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
322
2
HNWI
24.2%
107
3
Corporations
1.8%
8
4
Charitable
1.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$431Mas of January 23, 2026
Discretionary99.9%
$431M
100% of total RAUM99.9%
Non-discretionary0.1%
$400K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$431M
Total Accounts429
10Y AUM Change+$286M (+197.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee55:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.