Investment adviser · CRD 304989
PHD RETIREMENT CONSULTING
Investment adviser filing (IA)
PHD CONSULTING LLC
OVERLAND PARK, KS, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $559M Form ADV · Item 5.F
- Client accounts
- 66 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 66 | $559,187,300 | 100.0% |
Filing source
Form ADV 2132683 · Sep 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 16, 2026. View historical filings
Reported services
Financial planning · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
7111 W 151ST STREET, SUITE 175OVERLAND PARK, KS, 66223-2231, United States
CRD 304989
Filing source
Form ADV 2132683 · Sep 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.