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INVESTMENT CONSULTING GROUP INC
CRD 106967File 801-38594
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.84B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.84B
Clients
174
504 accounts
Employees
6
Top 25% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 31, 1991
- Principal office
- 5117 JERSEY RIDGE ROAD, SUITE 1, DAVENPORT, IA, 52807
- Phone
- 563-322-2322
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.84B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $2.84B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 504
- Total accounts
- 504
- AUM per client
- $16.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $62.1M |
| Insurance companies | Fewer than 5 | $5.4M |
| Charitable organizations | 6 | $31.2M |
| High net worth individuals | 71 | $325.6M |
| Pension and profit sharing plans | 28 | $2.21B |
| Individuals (other than high net worth individuals) | 53 | $22.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 179 | 174 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.