9AT: PHD RETIREMENT CONSULTING

Adviser Profile

As of Date	03/25/2026
Registration	SEC, Approved, 08/12/2019
ADV Location	OVERLAND PARK, KS, United States
Contact Info	844 xxxxxxx
Websites

AUM^*	506,191,314 27%
of that, discretionary	231,169,151 47%
Number of Employees	5
of those in investment advisory functions	3 200%
Private Fund GAV^*	0
Avg Account Size	7,669,565 -26%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm
- Pension consultant

Client Types

- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund54.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund166.7m	Total Private Fund GAV221.2m	AUM525.6m	#Funds5
Adviser GREENROCK RESEARCH, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM863.9m	#Funds-
Adviser WRIGHT INVESTORS SERVICE INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser FOLIOBEYOND, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM206.6m	#Funds-
Adviser JACKSON AVENUE, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM185.0m	#Funds-
Adviser VALIDEX GLOBAL INVESTING	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM352.9m	#Funds1
Adviser MILLIMAN FINANCIAL RISK MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM40.3b	#Funds-
Adviser PENSION PLANNING SOLUTIONS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM9.1m	#Funds-
Adviser STONECASTLE CASH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM7.1b	#Funds-
Adviser ANCORA ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.6b	#Funds-

Brochure Summary

Overview

PHD Consulting, LLC doing business as “PHD. Retirement Consulting” (CRD # 304989) (PHD) is registered as an investment adviser with the Securities Exchange Commission. PHD is based in Kansas and is organized as a limited liability company under the laws of the State of Kansas. The firm was formed in 2013, has been registered as a registered investment adviser since 2019. PHD’s principal office and place of business is located at 7500 College Blvd., Suite 500, Overland Park, KS 66210. Regular business hours are Monday through Friday 8:00 am to 5:00 pm. The firm can be contacted by phone at 844-743-4015. The firm is owned by Troy Redstone, who also serves as the firm’s Chief Compliance Officer. PHD provides investment related services to retirement plans and plan sponsors. Such plan services may include discretionary management services, non-discretionary management services, and investment advisory services related to different types of retirement plans. When providing management services,

the firm is responsible for implementing recommendations. When the firm is providing advisory services, the client is responsible for implementation of recommendations. Regardless of the services provided, each is tailored to the individual needs of a particular client (whether a plan or a plan sponsor) through an assessment conducted prior to an engagement. Clients may impose restrictions related to the level of discretion granted, the types of investments used, etc. Terms of an actual engagement, including description of service, limitations and restrictions, fees, etc., are all detailed before any engagement begins in a written client agreement. As of the December 31, 2023, PHD managed approximately $394,576,606 in assets, $157,006,639 of which was managed on a discretionary basis and $237,569,967 of which was managed on a non-discretionary basis. PHD also provides non-investment related consulting services which may include financial wellness and benefits consulting.

PHD RETIREMENT CONSULTING

PHD RETIREMENT CONSULTING

PHD CONSULTING LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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PHD RETIREMENT CONSULTING PHD RETIREMENT CONSULTING PHD CONSULTING LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PHD RETIREMENT CONSULTING

PHD RETIREMENT CONSULTING

PHD CONSULTING LLC