OVERLAND PARK, KSCRD 304989Latest ADV March 25, 2026
Phd Retirement Consulting is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 25, 2026, reports $506M in regulatory assets under management, 5 employees, and 66 accounts.
Assets Under Management
$506M
Employees
5
Offices
--
Total Clients
66
Primary office
OVERLAND PARK, KS
7111 W 151ST STREET, SUITE 175, OVERLAND PARK, KS, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
66
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$506Mas of March 25, 2026
Discretionary45.7%
$231M
46% of total RAUM45.7%
Non-discretionary54.3%
$275M
54% of total RAUM54.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$506M
Total Accounts66
10Y AUM Change+$506M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee13:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.