The Mutual Fund Store Houston, LLC (Overland Park)

Name: The Mutual Fund Store Houston, LLC
Address: 10950 Grandview Drive, Overland Park, KS, 66210
Telephone: 913-319-8100

The Mutual Fund Store Houston, LLC is a large advisory firm based in Overland Park. It manages $126.63 million of regulatory assets for 1,020 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Kansas, Louisiana, and Texas.

The Mutual Fund Store Houston provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and general consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Mutual Fund Store Houston: assets under management

The assets under management (AUM) of The Mutual Fund Store Houston, LLC is $126.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $126.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.14 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Mutual Fund Store Houston, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Mutual Fund Store Houston, LLC

Adam Stuart Bold has been acting as President since 1 Oct 2012. Inc. Mayberry Holdco Ii joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Tmfs Holdings	Sole member	1 Oct 2012	50% - 75%	43-1899520
Adam Stuart Bold	Chairman	1 Oct 2012	Other	2246043
Clifford Merril Brandt	Chief compliance officer	1 Oct 2012	Other	1902051
John Bradley Bunch	Chief executive officer	1 Oct 2012	Other	1908764
Edward Richard Bloomberg	Chief operating officer	1 Oct 2012	Other	4731417
Steven Walker Fletcher	Member	1 Oct 2012	Other	1462506
Llc Stewart Properties	Member	1 Oct 2012	Other	xxx-xx-xxxx
John Behnken Living Trust	Member	1 Oct 2012	Other	xxx-xx-xxxx
Chris Eugene Elliott	Chief financial officer/secretary	1 Oct 2012	Other	5412543
Raffaele Sadun	Chief financial officer	1 Sep 2014	Other	6417007
John Bradley Bunch	President	1 Feb 2016	Other	1908764

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Kansas City 727 Acquisition	Member	1 Oct 2012	75% - 100%	45-3338790
Kansas City 727 Acquisition Corporation	Member	1 Oct 2012	50% - 75%	45-3217452
L.P. Warburg Pincus Private Equity X	Shareholder	1 Oct 2012	75% - 100%	26-0849130
L.P. Warburg Pincus X	General partner	1 Oct 2012	Other	26-0403670
John Rolland Behnken	Trustee	1 Oct 2012	50% - 75%	5208140
Kimberly Anne Behnken	Trustee	1 Oct 2012	50% - 75%	5208139
Jon Stewart	Owner	1 Oct 2012	75% - 100%	6131482
Kansas City 727 Acquisition Llc	Member	1 Oct 2012	75% - 100%	45-3338790
Inc. Mayberry Holdco Ii	Member	1 Feb 2016	75% - 100%	81-1203355
Inc. Mayberry Holdco I	Shareholder	1 Feb 2016	75% - 100%	81-1187274
Llc Mayberry Acquisition Sub I	Shareholder	1 Feb 2016	75% - 100%	81-1219216
Inc. Financial Engines	Member	1 Feb 2016	75% - 100%	94-3250323

Based in Overland Park

The principal office where The Mutual Fund Store Houston, LLC performs its advisory services is located at 10950 Grandview Drive, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-319-8100 or by fax 913-319-8181. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at mutualfundstore.com/.