Asset manager · Overland Park, KS
PHD Retirement Consulting
PHD Consulting LLC · SEC-registered investment adviser · CRD 304989 · SEC 801-117154
At a glance
PHD Retirement Consulting is an SEC-registered investment adviser based in Overland Park, Kansas, with $559 million in regulatory assets under management as of its Form ADV filed September 16, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 1,629th of 3,218 asset managers and 7,384th of 17,210 SEC-registered advisers by assets.
Main office 844-743-4015phdfirm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $559M
- Rank among asset managers
- #1,629 of 3,218
- Rank among all SEC RIAs
- #7,384 of 17,210
- Rank in Kansas
- #60 of 134
- Clients
- 66
- Accounts
- 66
- Discretionary
- 43% of AUM
- Employees
- 7
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Troy L. RedstoneManaging Member / CCO
Custody and brokerage
2 custodians
- Alerus Financial$245M64%
- Transamerica$138M36%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 66 | $559M | 100% |
Disciplinary disclosures
PHD Retirement Consulting reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗phdfirm.com ↗
AtlasMembers
The full record on PHD Retirement Consulting
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 1,019 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does PHD Retirement Consulting manage?
PHD Retirement Consulting reports $559 million in regulatory assets under management across 66 accounts, 43% of it on a discretionary basis, on its Form ADV filed September 16, 2026.
What kind of firm is PHD Retirement Consulting?
PHD Retirement Consulting is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are PHD Retirement Consulting’s clients?
By assets, its largest client types are pension and profit sharing plans ($559 million, 66 clients).
Does PHD Retirement Consulting have any disciplinary history?
PHD Retirement Consulting reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is PHD Retirement Consulting’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →