RIA Intel›Advisers›Missouri›TAP CONSULTING, LLC

TAP CONSULTING, LLC

Advisory

N·KIRKWOOD, MO

Data as of Mar 28, 2024 · Source: SEC Form ADV

Total AUM

$635M

1-Year AUM Growth

+22.0%

3-Year CAGR

+4.2%

Employees

18

Assets Under Management

Total AUM$635M

Discretionary AUM$523M

Non-Discretionary AUM$112M

Discretionary %82.3%

Total Clients771

Team

Total Employees18

Investment Advisers20

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingJan 15, 2018

Latest FilingMar 28, 2024

🔒 Full AUM trend chart and 18 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TAP CONSULTING, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.