SourcingSourcing

PHD CONSULTING LLC

C26
CRD 304989·SEC 801-117154·OVERLAND PARK, KS
AUM
$506.2M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PHD CONSULTING LLC
CRD
304989
SEC file #
801-117154
EIN
—
DBA names
Phd Retirement Consulting

Economics

AUM
$506.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$155.7M → $506.2M▲ +225%
Client mix
Pension Profit Sharing Plans66

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
twitter.com/repurposement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REDSTONE, TROY, LATON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
REDSTONE, TROY, LATON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:phdconsulting.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
70,835
Form 5500 Compensation Trajectory 3y
202570,835
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
70,835
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4726874
Trust Company Affiliate
No

People (1)

1
REDSTONE, TROY, LATON
IAR · Direct Owner · 87.5%
4726874