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GENEX CONSULTING

KIRKWOOD, MO · CRD 145772 · IAPD ↗ · 314-590-5900

$635.0MRegulatory AUM
18Advisory reps
20Employees
20Clients
101-250Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2025 — GENEX CONSULTING (KIRKWOOD, MO) left the SEC roster (was $635.0M RAUM, 18 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — GENEX CONSULTING notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — GENEX CONSULTING crossed $500M in regulatory AUM ($496.3M -> $605.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.