ETF Portfolio Partners, Inc.
Registered investment adviser · Leawood, KS · CRD #128366
Form ADV data as of 2026-09-01Regulatory assets
$431.1 million
Total accounts
429
Employees
8
Disclosure events
1
Firm details
- Website: https://etfpp.com
- Telephone: 913-851-1100
- SEC file number: 801-80946
- Most recent Form ADV filing: 2026-01-23
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Convicted of or pled guilty/no contest to an investment-related misdemeanor (past 10 years)
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $430.7 million |
| Non-discretionary regulatory assets under management | $399,634 |
| Total regulatory assets under management | $431.1 million |
| Discretionary accounts | 425 |
| Non-discretionary accounts | 4 |
| Total accounts | 429 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 8 |
| Employees performing investment advisory functions (including research) | 4 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 4 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 322 | $98.6 million |
| High net worth individuals | 107 | $321.7 million |
| Charitable organizations | 6 | $3.5 million |
| Corporations or other businesses not listed above | 8 | $7.3 million |