DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

THE MUTUAL FUND STORE

TMFS-TOLEDO, LLC, CRD 138244

MAUMEE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:97a4b47e-4ff2-6033-5c1f-5ff6ec15bd63

Data as of Mar 10, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2012 to Mar 10, 2016
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $118MItem 5.F on the latest filing (2016-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $118M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Accounts: 865
SEC number: 801-79839
CRD: 138244
Filings on the tape: 10
First filed: Feb 13, 2012
Latest filed: Mar 10, 2016
Organised: Limited Liability Company, Ohio

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MEEKER, DONALD, WESLEY	MANAGING MEMBER, INVESTMENT ADVISOR	D	yes	09/2005	Feb 13, 2012	Mar 10, 2016
RILEY, PHILLIP, JOEL	MANAGING MEMBER, INVESTMENT ADVISOR, CHIEF COMPLIANCE OFFICER	D	yes	09/2005	Feb 13, 2012	Mar 10, 2016

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 10, 2016	$118M	$118M	2	2	n/a	n/a	n/a
2014	Mar 19, 2015	$117M	$117M	2	2	n/a	n/a	n/a
2011	Feb 13, 2012	$60.7M	$60.7M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$118M	$117M	0.4%	n/a	n/a	2	2	n/a	n/a

Relationships

Controls (2)

← MEEKER, DONALD, WESLEYOwnerMANAGING MEMBER, INVESTMENT ADVISOR, ownership code D, individual
Feb 13, 2012 to presentfactForm ADV
← RILEY, PHILLIP, JOELOwnerMANAGING MEMBER, INVESTMENT ADVISOR, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 13, 2012 to presentfactForm ADV

Registered with (1)

← DONALD WESLEY MEEKERAdvisorregistration: previous registration
Feb 1, 2006 to Apr 21, 2016factForm ADV

Dated events

Occurred
May 23, 2014
First Form ADV filing
The Mutual Fund Store filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:97a4b47e-4ff2-6033-5c1f-5ff6ec15bd63
First observed: Feb 13, 2012
Last observed: Mar 10, 2016 128 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE MUTUAL FUND STORE

TMFS-TOLEDO, LLC, CRD 138244

MAUMEE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:97a4b47e-4ff2-6033-5c1f-5ff6ec15bd63

Data as of Mar 10, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MEEKER, DONALD, WESLEY

MANAGING MEMBER, INVESTMENT ADVISOR

yes

09/2005

Feb 13, 2012

Mar 10, 2016

RILEY, PHILLIP, JOEL

MANAGING MEMBER, INVESTMENT ADVISOR, CHIEF COMPLIANCE OFFICER

yes

09/2005

Feb 13, 2012

Mar 10, 2016

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 10, 2016

$118M

n/a

2014

Mar 19, 2015

$117M

n/a

2011

Feb 13, 2012

$60.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$118M

$117M

0.4%

n/a