← Directory
CORPORATE CONSULTING GROUP, INC.
CRD 123761File 801-63159
APPROVED
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$240.8M
Below cohort median (national)
Discretionary AUM
$54.3M
Non-discretionary $186.5M
Clients
0
17 accounts
Employees
2
Below cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 20, 2004
- Principal office
- 320 SOUTH BOSTON AVENUE, SUITE 1130, TULSA, OK, 74103-4700
- Phone
- 918-585-5858
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $240.8M
- Discretionary AUM
- $54.3M
- Non-discretionary AUM
- $186.5M
- Discretionary accounts
- 7
- Non-discretionary accounts
- 10
- Total accounts
- 17
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $38.1M |
| High net worth individuals | Fewer than 5 | $104.6M |
| Pension and profit sharing plans | Fewer than 5 | $77.0M |
| State or municipal government entities | Fewer than 5 | $21.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Selection of other advisers
- Portfolio management for other
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 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.