Asset ManagerRIA · CRD 151197SEC-Registered

Updated:

Exchange Traded Concepts

EXCHANGE TRADED CONCEPTS, LLC is an SEC-registered investment adviser in OKLAHOMA CITY, OK, registered since 2009. The firm manages approximately $23.0 billion...

Exchange Traded Concepts

EXCHANGE TRADED CONCEPTS, LLC is an SEC-registered investment adviser in OKLAHOMA CITY, OK, registered since 2009. The firm manages approximately $23.0 billion in assets. It has 16 employees and 13 investment advisers.

General information

Firm type

Asset Manager

Year founded

2003

Location

Region

North America

Country

United States

City

Oklahoma City

Corporate office

Oklahoma City, OK, United States

Principals

J. Garrett Stevens

CEO

Sector focus

ETFsIndex FundsThematic Investing

Frequently asked questions

Who runs investment decisions at Exchange Traded Concepts?

J. Garrett Stevens, the founder and CEO, leads the firm. The firm's ETF strategies are managed by a team of portfolio managers and analysts, though specific names are not publicly disclosed per the firm's own materials.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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