CRD: 128366
ETF Portfolio Partners, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2003
- Office Locations
- 1
Office Locations
About ETF Portfolio Partners, Inc.
ETF Portfolio Partners is a fiduciary investment manager focused on building personalized, index-based portfolios using ETFs and Modern Portfolio Theory. The firm emphasizes broad diversification, transparency, and fee reduction, and states it does not receive commissions for selling products. Serves both retail and institutional clients and supports advice delivery by phone, email, or in person; custodies include Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEBORAH DONNA ROMEY
President, Secretary, VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
RICHARD DEAN ROMEY
Chief Compliance Officer, President
- CRD
- #1390931
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Courtney Nichole Hicks
--
- CRD
- #8035897
Nicholas Montague Romey
Chief Investment Officer
- CRD
- #6980654
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $430,744,288 | $1,013,516 |
| Non-Discretionary | $399,634 | $99,909 |
| Total | $431,143,922 | $1,004,997 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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