Exchange Traded Concepts, LLC
Registered investment advisor · Oklahoma City, Oklahoma · CRD #151197
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Exchange Traded Concepts, LLC
Exchange Traded Concepts is an independent investment advisor specializing in launching, managing, and marketing white-label ETFs. Driven by the demand to streamline the ETF process, ETC debuted the ETF-in-a-Box platform in 2011, equipping ETF visionaries with a turnkey solution to transform their concept into a live strategy in as little as 100 days. Today, ETC issues, advises and sub-advises ETFs for clients worldwide. ETC provides the board, service providers and decades of experience to offe
Fee Structure
Frequently Asked Questions
What is Exchange Traded Concepts, LLC's AUM?
Exchange Traded Concepts, LLC reports approximately $23B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Exchange Traded Concepts, LLC headquartered?
Exchange Traded Concepts, LLC is headquartered in Oklahoma City, Oklahoma.
What is Exchange Traded Concepts, LLC's CRD number?
Exchange Traded Concepts, LLC's CRD number is 151197. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Exchange Traded Concepts, LLC manage?
Exchange Traded Concepts, LLC manages approximately 130 client accounts according to its latest SEC filing.
Is Exchange Traded Concepts, LLC SEC registered?
Yes, Exchange Traded Concepts, LLC is registered with the SEC as an investment adviser with an approved registration status.
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