Phd Consulting Llc
- Regulatory AUM
- $506M
- Discretionary
- $231M
- Clients
- 66
- Avg AUM / client
- $7.7M
- Accounts
- 66
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 66 | $506M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Phenix Label Co., Inc. 401(k) Plan Phenix Label Company, Inc. | 2024 | |
| Yokem Motors, Llc 401(k) Profit Sharing Plan Yokem Motors, L.L.C. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Troy Laton Redstone | Managing Member / Cco | Jul 2019 (7y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Phenix Label Co., Inc. 401(k) Plan | Phenix Label Company, Inc. | 125 | $16.5M | 01/01/2024 |
| Yokem Motors, Llc 401(k) Profit Sharing Plan | Yokem Motors, L.L.C. | 127 | $11.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 889 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- October Three $149M (37% of AUM) Mar 2025
- Alerus $104M (20% of AUM) Mar 2026
- Lincoln Financial Advisors Corporation $82.7M (16% of AUM) Mar 2026
- Great West Trust Company, Llc $42.0M (41% of AUM) Mar 2021
- The Vanguard Group, Inc. $40.0M (26% of AUM) Jun 2020
- Icma Rc $39.0M (25% of AUM) Jun 2020
- Fidelity $22.0M (16% of AUM) Mar 2023
- Tiaa $21.5M (16% of AUM) Mar 2023
- Securian Financial Services, Inc. $14.2M (10% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗