TAP CONSULTING, LLC

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TAP Consulting is based out of Kirkwood. TAP Consulting is a large advisory firm with 437 clients and discretionary assets under management (AUM) of $290,000,000 (Form ADV from 2019-05-16). Their last reported 13F filing for Q3 2019 included $169,510,000 in managed 13F securities and a top 10 holdings concentration of 32.66%. TAP Consulting's largest holding is Vanguard Real Estate ETF with shares held of 105,934. Whalewisdom has at least 2 13F filings

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09/30/2019

Top Sells

  • Name% Change

09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $169.51 Million
  • Prior Market Value $132.332 Million
  • New Purchases108 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 32.66 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 7.1%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GENEX CONSULTING
10900 MANCHESTER RD. SUITE 100
KIRKWOOD MO    63122
Country: United States

Business Phone: 314-590-5900
Fax: (314) 590-5901
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MO
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 11,322,700
Total Number of Clients: 437
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

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TAP CONSULTING, LLC

ownership team - last updated 2019-05-16
Name Title Start Date Direct/Indirect % Ownership
SLUHAN, MICHAEL, JOSEPH MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 08/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TAP CONSULTING, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2005-08-01
REDDERS, BRIAN, ALLEN MANAGING MEMBER 08/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TAP CONSULTING, LLC MANAGING MEMBER direct 2005-08-01
HEMPHILL, CHAD, MICHAEL MANAGING MEMBER 01/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TAP CONSULTING, LLC MANAGING MEMBER direct 2018-01-01

TAP CONSULTING, LLC

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
SLUHAN, MICHAEL, JOSEPH MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 08/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TAP CONSULTING, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2005-08-01
REDDERS, BRIAN, ALLEN MANAGING MEMBER 08/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TAP CONSULTING, LLC MANAGING MEMBER direct 2005-08-01
HEMPHILL, CHAD, MICHAEL MANAGING MEMBER 01/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TAP CONSULTING, LLC MANAGING MEMBER direct 2018-01-01

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