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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

THE MUTUAL FUND STORE

TMFS-BOISE, LLC, CRD 159851

DUBLIN, 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:fdd75657-7fbc-5d5c-311d-464d7079012e

Data as of Mar 7, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Nov 28, 2011 to Mar 7, 2012
5 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: $0Item 5.F on the latest filing (2012-03-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Accounts: 0
SEC number: 801-72929
CRD: 159851
Filings on the tape: 5
First filed: Nov 28, 2011
Latest filed: Mar 7, 2012
Organised: Limited Liability Company, Idaho

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
LUX, MARK, EDWARD	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	10/2011	Nov 28, 2011	Mar 7, 2012
KAVANAUGH, KEVIN, LAWRENCE	Member	A	no	10/2011	Nov 28, 2011	Mar 7, 2012
KLEE, LAWRENCE, WILLIAM	Member	B	no	10/2011	Nov 28, 2011	Mar 7, 2012
LUX, MATTHEW, JOSEPH	Member	A	no	10/2011	Nov 28, 2011	Mar 7, 2012
MELZER, RICHARD, BRAYDEN	Member	B	no	10/2011	Nov 28, 2011	Mar 7, 2012
MERCURI, MICHAEL, DOUGLAS	Member	B	no	10/2011	Nov 28, 2011	Mar 7, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TMFS COLUMBUS LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Meridian	Id	United States	n/a	no

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
2011	Mar 7, 2012	$0	$0	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
2011	$0	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Affiliated with (1)

← THE MUTUAL FUND STORERegistered adviserother investment adviser, control, common control
factForm ADV

Owns (5)

← KAVANAUGH, KEVIN, LAWRENCEOwnerMEMBER, ownership code A, individual
Nov 28, 2011 to presentfactForm ADV
← LUX, MATTHEW, JOSEPHOwnerMEMBER, ownership code A, individual
Nov 28, 2011 to presentfactForm ADV
← KLEE, LAWRENCE, WILLIAMOwnerMEMBER, ownership code B, individual
Nov 28, 2011 to presentfactForm ADV
← MELZER, RICHARD, BRAYDENOwnerMEMBER, ownership code B, individual
Nov 28, 2011 to presentfactForm ADV
← MERCURI, MICHAEL, DOUGLASOwnerMEMBER, ownership code B, individual
Nov 28, 2011 to presentfactForm ADV

Controls (1)

← LUX, MARK, EDWARDOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Nov 28, 2011 to presentfactForm ADV

Registered with (1)

← MARK EDWARD LUXAdvisorregistration: previous registration
Dec 23, 2011 to Dec 4, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fdd75657-7fbc-5d5c-311d-464d7079012e
First observed: Nov 28, 2011
Last observed: Mar 7, 2012 177 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-BOISE, LLC, CRD 159851

DUBLIN, 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:fdd75657-7fbc-5d5c-311d-464d7079012e

Data as of Mar 7, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:25 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LUX, MARK, EDWARD

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

10/2011

Nov 28, 2011

Mar 7, 2012

KAVANAUGH, KEVIN, LAWRENCE

Member

10/2011

Nov 28, 2011

Mar 7, 2012

KLEE, LAWRENCE, WILLIAM

Member

10/2011

Nov 28, 2011

Mar 7, 2012

LUX, MATTHEW, JOSEPH

Member

10/2011

Nov 28, 2011

Mar 7, 2012

MELZER, RICHARD, BRAYDEN

Member

10/2011

Nov 28, 2011

Mar 7, 2012

MERCURI, MICHAEL, DOUGLAS

Member

10/2011

Nov 28, 2011

Mar 7, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TMFS COLUMBUS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Meridian

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 7, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

n/a