ETF Model Solutions, LLC

Overview

ETF Model Solutions, LLC is an SEC-registered limited liability company formed in 2015 that operates as an institutional registered investment adviser. The firm serves both individual/family clients and institutional clients, providing portfolio management for individuals, small businesses, and institutions, along with pension consulting services. Its fee model is primarily a percentage of assets under management, supplemented by other fee arrangements. The firm is identified as a related adviser in its filings and is not described as acting as a capital allocator. The adviser does not position itself as an active ESG investor and is organized for traditional advisory activities rather than as a multi-state or newly formed adviser. Its industry affiliations include roles beyond advisory work — for example, acting as a sponsor, general partner, or managing member of pooled investment vehicles — which indicates involvement in fund-related structures in addition to client-facing portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices