Hedge Fund Database

GENEX CONSULTING

TAP CONSULTING, LLC Legal Name

Adviser information for GENEX CONSULTING last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Missouri, United States

Employees

Total Number of Employees 20
Investment Advisory/Research 18
Registered Broker-Dealer Representatives 15
Registered State Investment Advisers 12
Licensed Agents of an Insurance Company 11
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,408 $505.3M
Non-Discretionary 57 $100.2M
Total 2,465 $605.5M

Clients

Type Number RAUM
Individuals 1,296 $250.3M
HNW Individuals 93 $252.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 10 $55.1M
Charitable organizations 0 $0
State or municipal gov entities <5 $47.8M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 19
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-112450
SEC ERA File Number 801-112450
SEC CIK Numbers 1748930
SEC CRD Numbers 145772
Legal Entity Identifier None

Principal Office

10900 MANCHESTER RD.
SUITE 100
KIRKWOOD
MO
United States
Monday - Friday, 7:30 A.M. - 4:30 P.M.
Tel: 314-590-5900, Fax: (314) 590-5901

Websites

www.linkedin.com/company/genex-consulting-stl www.genexstl.com www.panopticwealth.com/ www.facebook.com/genexconsultingstl/ twitter.com/genexstl

Chief Compliance Officer

CYNTHIA L DOLNIAK
10900 MANCHESTER RD, SUITE 100
KIRKWOOD
MO
United States
Tel: 314-590-5900
Fax: (314) 590-5901
(Full email address available in API data)

Regulatory Contact

MICHAEL J SLUHAN
MANAGING PARTNER
10900 MANCHESTER RD, SUITE 100
KIRKWOOD
MO
United States
Tel: 314-590-5900
Fax: (314) 590-5901
(Full email address available in API data)

Industry Affiliates

CMH FINANCIAL Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SLUHAN, MICHAEL, JOSEPH Individual – MANAGING MEMBER 08/2005 25-50%
REDDERS, BRIAN, ALLEN Individual – MANAGING MEMBER 08/2005 25-50%
HEMPHILL, CHAD, MICHAEL Individual – MANAGING MEMBER 01/2018 25-50%
Dolniak, Cynthia, Leigh Individual – CHIEF COMPLIANCE OFFICER 03/2022 < 5%

No. Employees, Historic

30150201920202021202220232024202512 on 4/30/201912 on 5/16/201913 on 3/9/202013 on 6/15/202013 on 6/29/202013 on 12/9/202016 on 3/29/202116 on 6/7/202121 on 3/31/202219 on 3/30/202319 on 5/19/202320 on 3/28/2024

RAUM, Historic

700M350M02019202020212022202320242025292000000 on 4/30/2019292000000 on 5/16/2019427843569 on 3/9/2020427843569 on 6/15/2020427843569 on 6/29/2020427843569 on 12/9/2020535910551 on 3/29/2021535910551 on 6/7/2021546357628 on 3/31/2022496332340 on 3/30/2023496332340 on 5/19/2023605481331 on 3/28/2024

No. Clients, Historic

3,0001,50002019202020212022202320242025437 on 4/30/2019437 on 5/16/2019424 on 3/9/2020424 on 6/15/2020424 on 6/29/2020424 on 12/9/2020702 on 3/29/2021702 on 6/7/20212047 on 3/31/20222183 on 3/30/20232183 on 5/19/20231399 on 3/28/2024

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 836K 8K –
ALBEMARLE CORP COM 2M 20K –
ALPS ETF TR RIVRFRNT STR INC 400K 18K –
AMAZON COM INC COM 384K 2K –
AMEREN CORP COM 477K 7K –
AMPLIFY ETF TR AMPLIFY CYBERSEC 2M 26K –
APPLE INC COM 5M 23K –
APPLE INC COM 31K 147 –
BADGER METER INC COM 22K 118 –
BADGER METER INC COM 3M 17K –
BITWISE BITCOIN ETF TR SHS BEN INT 2M 49K –
BITWISE BITCOIN ETF TR SHS BEN INT 70K 2K –
BROWN & BROWN INC COM 24K 268 –
BROWN & BROWN INC COM 2M 24K –
BUNGE GLOBAL SA COM SHS 227K 2K –
CINTAS CORP COM 23K 33 –
CINTAS CORP COM 3M 5K –
COMPASS PATHWAYS PLC SPONSORED ADS 64K 11K –
DEXCOM INC COM 354K 3K –
DIREXION SHS ETF TR DLY SCOND 3XBU 360K 6K –
DIREXION SHS ETF TR DLY SCOND 3XBU 5K 87 –
DIREXION SHS ETF TR DLY TECH BULL 3X 263K 3K –
DIREXION SHS ETF TR DLY TECH BULL 3X 5K 55 –
DIREXION SHS ETF TR DRX S&P500BULL 5K 34 –
DIREXION SHS ETF TR DRX S&P500BULL 250K 2K –
DIREXION SHS ETF TR HEALTHCARE BUL 5K 40 –
DIREXION SHS ETF TR HEALTHCARE BUL 197K 2K –
ENERGY FUELS INC COM NEW 61K 10K –
ENPHASE ENERGY INC COM 19K 193 –
ENPHASE ENERGY INC COM 304K 3K –
EQUITY RESIDENTIAL SH BEN INT 4M 59K –
ETF SER SOLUTIONS US DIVERSIFIED 5M 174K –
FARMLAND PARTNERS INC COM 2M 135K –
FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 2M 33K –
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 5M 222K –
FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 2M 132K –
FIRST TR EXCHANGE TRADED FD GROWTH STRENGTH 1M 41K –
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 2M 17K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 3M 13K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 1M 17K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 2M 50K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 13M 263K –
FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 7M 384K –
FIRST TR EXCHANGE-TRADED FD MNGD FUTRS STRGY 2M 33K –
FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 2M 44K –
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 2M 13K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 1M 22K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 7M 221K –
FIRST TR EXCHANGE-TRADED FD WTR ETF 1M 13K –
FIRST TR FTSE EPRA / NAREIT ALERIAN DISRUPT 1M 36K –
FORD MTR CO DEL COM 138K 11K –
GLOBAL X FDS AUTONMOUS EV ETF 2M 65K –
GLOBAL X FDS CYBRSCURTY ETF 86K 3K –
GLOBAL X FDS CYBRSCURTY ETF 5M 179K –
GLOBAL X FDS DAX GERMANY ETF 1M 41K –
GLOBAL X FDS US INFR DEV ETF 1M 35K –
INTERNATIONAL BUSINESS MACHS COM 262K 2K –
INTERNATIONAL BUSINESS MACHS COM 15K 84 –
INVESCO DB US DLR INDEX TR BULLISH FD 414K 14K –
INVESCO EXCH TRADED FD TR II KBW PREM YIELD 63K 4K –
INVESCO EXCH TRADED FD TR II KBW PREM YIELD 6M 325K –
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 125K 1K –
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 5M 54K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 124K 3K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 5M 101K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 3M 19K –
INVESCO QQQ TR UNIT SER 1 17M 35K –
ISHARES GOLD TR ISHARES NEW 821K 19K –
ISHARES INC MSCI CDA ETF 1M 35K –
ISHARES INC MSCI EMRG CHN 2M 32K –
ISHARES INC MSCI EMRG CHN 51K 863 –
ISHARES INC MSCI JAPN SMCETF 1M 16K –
ISHARES INC MSCI JAPN SMCETF 27K 384 –
ISHARES INC MSCI WORLD ETF 212K 1K –
ISHARES TR 20 YR TR BD ETF 13M 147K –
ISHARES TR 20 YR TR BD ETF 400K 4K –
ISHARES TR 3 7 YR TREAS BD 1M 11K –
ISHARES TR 7-10 YR TRSY BD 6M 67K –
ISHARES TR 7-10 YR TRSY BD 172K 2K –
ISHARES TR CORE DIV GRWTH 17K 287 –
ISHARES TR CORE DIV GRWTH 202K 4K –
ISHARES TR CORE S&P MCP ETF 9M 159K –
ISHARES TR CORE S&P US VLU 251K 3K –
ISHARES TR CR 5 10 YR ETF 5M 114K –
ISHARES TR EAFE GRWTH ETF 309K 3K –
ISHARES TR FLTG RATE NT ETF 555K 11K –
ISHARES TR GL CLEAN ENE ETF 1M 112K –
ISHARES TR MICRO-CAP ETF 622K 5K –
ISHARES TR MRGSTR MD CP GRW 370K 5K –
ISHARES TR MSCI EAFE ETF 5M 68K –
ISHARES TR MSCI INDIA ETF 76K 1K –
ISHARES TR MSCI INDIA ETF 3M 54K –
ISHARES TR MSCI INDIA SM CP 2M 26K –
ISHARES TR MSCI INDIA SM CP 58K 716 –
ISHARES TR RESIDENTIAL MULT 2M 21K –
ISHARES TR RUS 2000 GRW ETF 2M 6K –
ISHARES TR RUS 2000 GRW ETF 44K 167 –
ISHARES TR RUSSELL 2000 ETF 9M 45K –
ISHARES TR S&P 500 GRWT ETF 731K 8K –
ISHARES TR SHORT TREAS BD 269K 2K –
ISHARES TR SP SMCP600VL ETF 518K 5K –
ISHARES TR U.S. INSRNCE ETF 3M 25K –
ISHARES TR U.S. INSRNCE ETF 68K 606 –
ISHARES TR US AER DEF ETF 3M 26K –
ISHARES TR US AER DEF ETF 91K 689 –
ISHARES TR US HOME CONS ETF 43K 423 –
ISHARES TR US HOME CONS ETF 2M 17K –
ISHARES U S ETF TR BLACKROCK SH DUR 59M 1M –
ISHARES U S ETF TR BLACKROCK SH DUR 2M 30K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 5M 95K –
JOHNSON & JOHNSON COM 707K 5K –
LOWES COS INC COM 3M 11K –
LOWES COS INC COM 41K 185 –
MERCK & CO INC COM 269K 2K –
MERCK & CO INC COM 17K 136 –
META PLATFORMS INC CL A 33K 65 –
META PLATFORMS INC CL A 999K 2K –
MICROSOFT CORP COM 30K 68 –
MICROSOFT CORP COM 970K 2K –
NEWMONT CORP COM 3M 69K –
NEWMONT CORP COM 79K 2K –
NORDSON CORP COM 19K 83 –
NORDSON CORP COM 2M 10K –
NVIDIA CORPORATION COM 266K 2K –
PACER FDS TR DATA AND INFRAST 62K 2K –
PACER FDS TR DATA AND INFRAST 4M 147K –
PACER FDS TR GLOBL CASH ETF 1M 38K –
PACER FDS TR PACER US SMALL 2M 37K –
PACER FDS TR US CASH COWS 100 3M 53K –
PFIZER INC COM 237K 8K –
PFIZER INC COM 1K 42 –
POWERSHARES ACTIVELY MANAGED VAR RATE INVT 1M 40K –
PRICE T ROWE GROUP INC COM 23K 203 –
PRICE T ROWE GROUP INC COM 3M 22K –
PROCTER AND GAMBLE CO COM 870K 5K –
PROSHARES TR S&P 500 DV ARIST 5M 55K –
PROSHARES TR SHORT QQQ 5M 126K –
PROSHARES TR SHORT QQQ 129K 3K –
PROSHARES TR SHORT S&P 500 NE 667K 58K –
RENAISSANCERE HLDGS LTD COM 23K 101 –
RENAISSANCERE HLDGS LTD COM 3M 11K –
REPUBLIC SVCS INC COM 431K 2K –
ROPER TECHNOLOGIES INC COM 25K 44 –
ROPER TECHNOLOGIES INC COM 3M 5K –
SCHWAB STRATEGIC TR 1 5YR CORP BD 8M 156K –
SCHWAB STRATEGIC TR INTL EQTY ETF 2M 60K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 2M 65K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 3M 52K –
SCHWAB STRATEGIC TR LONG TERM US 3M 77K –
SCHWAB STRATEGIC TR US BRD MKT ETF 3M 40K –
SCHWAB STRATEGIC TR US BRD MKT ETF 24K 378 –
SCHWAB STRATEGIC TR US DIVIDEND EQ 202K 3K –
SELECT SECTOR SPDR TR COMMUNICATION 52K 608 –
SELECT SECTOR SPDR TR COMMUNICATION 2M 25K –
SELECT SECTOR SPDR TR ENERGY 4M 39K –
SELECT SECTOR SPDR TR ENERGY 91K 994 –
SELECT SECTOR SPDR TR INDL 63K 515 –
SELECT SECTOR SPDR TR INDL 2M 19K –
SELECT SECTOR SPDR TR RL EST SEL SEC 2M 47K –
SELECT SECTOR SPDR TR SBI CONS DISCR 32K 173 –
SELECT SECTOR SPDR TR SBI CONS DISCR 1M 7K –
SELECT SECTOR SPDR TR SBI INT-UTILS 2M 36K –
SELECT SECTOR SPDR TR TECHNOLOGY 4M 16K –
SELECT SECTOR SPDR TR TECHNOLOGY 82K 361 –
SHERWIN WILLIAMS CO COM 2M 8K –
SHERWIN WILLIAMS CO COM 21K 71 –
SIMPLIFY EXCHANGE TRADED FUN HEALTH CARE ETF 2M 70K –
SIMPLIFY EXCHANGE TRADED FUN HEALTH CARE ETF 62K 2K –
SPDR GOLD TR GOLD SHS 66K 305 –
SPDR GOLD TR GOLD SHS 3M 13K –
SPDR S&P 500 ETF TR TR UNIT 15M 28K –
SPDR SER TR BLOOMBERG 1-3 MO 933K 10K –
SPDR SER TR BLOOMBERG 1-3 MO 139K 2K –
SPDR SER TR PORTFOLIO S&P500 706K 11K –
SPDR SER TR PRTFLO S&P500 VL 228K 5K –
SSGA ACTIVE TR SPDR SSGA US SCT 5M 100K –
STIFEL FINL CORP COM 329K 4K –
USCF ETF TR SUMMERHAVEN K1 1M 53K –
VANECK ETF TRUST CLO ETF 804K 15K –
VANECK ETF TRUST CLO ETF 167K 3K –
VANECK ETF TRUST FALLEN ANGEL HG 1M 39K –
VANECK ETF TRUST FALLEN ANGEL HG 136K 5K –
VANECK ETF TRUST MRNGSTR WDE MOAT 435K 5K –
VANECK ETF TRUST MRNGSTR WDE MOAT 19M 215K –
VANECK ETF TRUST SEMICONDUCTR ETF 316K 1K –
VANECK ETF TRUST SEMICONDUCTR ETF 27K 102 –
VANECK ETF TRUST URANIUM AND NUCL 4M 53K –
VANECK ETF TRUST URANIUM AND NUCL 105K 1K –
VANGUARD INDEX FDS GROWTH ETF 2M 5K –
VANGUARD INDEX FDS MID CAP ETF 592K 2K –
VANGUARD INDEX FDS REAL ESTATE ETF 869K 10K –
VANGUARD INDEX FDS REAL ESTATE ETF 62K 741 –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 4K –
VANGUARD INDEX FDS SM CP VAL ETF 672K 4K –
VANGUARD INDEX FDS SMALL CP ETF 331K 2K –
VANGUARD INDEX FDS SML CP GRW ETF 1M 5K –
VANGUARD INDEX FDS TOTAL STK MKT 241K 901 –
VANGUARD INDEX FDS VALUE ETF 1M 8K –
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 53K 799 –
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 2M 32K –
VANGUARD MALVERN FDS STRM INFPROIDX 321K 7K –
VANGUARD WORLD FD FINANCIALS ETF 6M 60K –
VANGUARD WORLD FD HEALTH CAR ETF 6M 23K –
VANGUARD WORLD FD INF TECH ETF 251K 436 –
VICTORY PORTFOLIOS II SHARES FREE CASH 3M 93K –
VICTORY PORTFOLIOS II SHARES FREE CASH 72K 2K –
VICTORY PORTFOLIOS II VCSHS INTL VOLTY 6M 144K –
VICTORY PORTFOLIOS II VCSHS US 500 VOL 6M 78K –
VICTORY PORTFOLIOS II VCSHS US LRG CAP 6M 101K –
VICTORY PORTFOLIOS II VCSHS US SML CAP 6M 91K –
VICTORY PORTFOLIOS II VICTORYSHARES WE 3M 75K –
VICTORY PORTFOLIOS II VICTORYSHARES WE 200K 5K –
WALMART INC COM 273K 4K –
WALMART INC COM 1K 21 –
WEST PHARMACEUTICAL SVSC INC COM 20K 62 –
WEST PHARMACEUTICAL SVSC INC COM 3M 8K –
WISDOMTREE TR BLMBG US BULL 132K 5K –
WISDOMTREE TR BLMBG US BULL 1M 42K –