Investment adviser · CRD 311184
RETIREMENT CONSULTING GROUP, INC.
Investment adviser filing (IA)
LAKE OSWEGO, OR, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $457M Form ADV · Item 5.F
- Client accounts
- 192 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Retirement plans | 10 | $328,027,997 | 71.8% |
| High-net-worth individuals | 40 | $103,982,136 | 22.8% |
| Individuals | 33 | $14,596,439 | 3.2% |
| Charities | Fewer than 5 | $9,125,911 | 2.0% |
| Banks & thrifts | 1 | $1,242,384 | 0.3% |
Filing source
Form ADV 2061951 · Mar 11, 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 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
5 CENTERPOINTE DRIVE, SUITE 400LAKE OSWEGO, OR, 97035, United States
CRD 311184
Filing source
Form ADV 2061951 · Mar 11, 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.