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CORPORATE CONSULTING GROUP, INC.
CRD 123761File 801-63159
APPROVED
Filing as of Mar 26, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $167,091,797 | $240,753,338 | increased by$73,661,541 |
| Apr 1, 2026 | Accounts | 1 | 17 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $167,091,797 | increased by$167,091,797 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 1 | increased by1 |
| 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 “CORPORATE CONSULTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORPORATE 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.