PHD CONSULTING LLC

PHD CONSULTING LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 304989). Regulatory assets under management: $506.2M.

Registration

• CRD: 304989
• SEC file number: 801-117154
• Type: Registered investment adviser
• Location: 7111 W 151ST STREET, SUITE 175, OVERLAND PARK, KS, 66223-2231
• Phone: 844-743-4015
• Latest filing: 2026-03-25
• Regulatory AUM: $506.2M
• Discretionary AUM: $231.2M
• Non-discretionary AUM: $275.0M
• Clients: 5
• Accounts: 66

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304989 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search