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INVESTMENT CONSULTING GROUP INC
CRD 106967File 801-38594
APPROVED
Retail clients
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.84B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.84B
Clients
174
504 accounts
Employees
7
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 | Change |
|---|---|---|---|---|
| Aug 25, 2026 | Employees | 6 | 7 | increased by1 |
| Aug 17, 2026 | Clients | 179 | 174 | decreased by5 |
| Apr 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2026 | Clients | 184 | 179 | decreased by5 |
| Apr 1, 2026 | AUM | $2,600,394,647 | $2,840,654,290 | increased by$240,259,643 |
| Apr 1, 2026 | Accounts | 517 | 504 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 7 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 169 | 184 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,714,659,309 | $2,600,394,647 | decreased by$114,264,662 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 466 | 517 | increased by51 |
| Apr 1, 2022 | Clients | 164 | 169 | increased by5 |
| Apr 1, 2022 | AUM | $2,382,350,519 | $2,714,659,309 | increased by$332,308,790 |
| Apr 1, 2022 | Accounts | 461 | 466 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESTMENT CONSULTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTMENT CONSULTING” may also match similarly-named firms). Confirm identity against each filing.
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.