Investment adviser · CRD 123761
CORPORATE CONSULTING GROUP, INC.
Investment adviser filing (IA)
TULSA, OK, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $241M Form ADV · Item 5.F
- Client accounts
- 17 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $104,646,389 | 43.5% |
| Retirement plans | Fewer than 5 | $77,014,049 | 32.0% |
| Charities | Fewer than 5 | $38,063,953 | 15.8% |
| Government entities | Fewer than 5 | $21,028,947 | 8.7% |
Filing source
Form ADV 2071776 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Pension consulting · Selection of other advisers
Compensation
Hourly · Fixed
Principal office
320 SOUTH BOSTON AVENUE, SUITE 1130TULSA, OK, 74103-4700, United States
CRD 123761
Filing source
Form ADV 2071776 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.