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EXCHANGE TRADED CONCEPTS, LLC

OKLAHOMA CITY, OK · CRD 151197 · IAPD ↗ · 405-778-8377

$22.95BRegulatory AUM
13Advisory reps
16Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

65
March 2026 — EXCHANGE TRADED CONCEPTS, LLC reported RAUM up 126% ($10.17B -> $22.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2025 — EXCHANGE TRADED CONCEPTS, LLC reported RAUM up 85% ($5.49B -> $10.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — EXCHANGE TRADED CONCEPTS, LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.