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PHD RETIREMENT CONSULTING
Legal name: PHD CONSULTING LLC
CRD 304989File 801-117154
APPROVED
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$506.2M
Above cohort median (national)
Discretionary AUM
$231.2M
Non-discretionary $275.0M
Clients
66
66 accounts
Employees
5
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 12, 2019
- Principal office
- 7111 W 151ST STREET, SUITE 175, OVERLAND PARK, KS, 66223-2231
- Phone
- 844-743-4015
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $506.2M
- Discretionary AUM
- $231.2M
- Non-discretionary AUM
- $275.0M
- Discretionary accounts
- 11
- Non-discretionary accounts
- 55
- Total accounts
- 66
- AUM per client
- $7.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 66 | $506.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.