# Corporate Benefits Consultants, Inc.

> Corporate Benefits Consultants, Inc. is a state-registered investment advisory firm in Wexford, PA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 155764
- Filed as: CORPORATE BENEFITS CONSULTANTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wexford, PA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155764
- AdvisorCensus page: https://advisorcensus.com/firm/corporate-benefits-consultants-inc-wexford-pa-155764

## Quick answers

**How is Corporate Benefits Consultants, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Corporate Benefits Consultants, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Corporate Benefits Consultants, Inc. located?**
Corporate Benefits Consultants, Inc.'s principal office is in Wexford, PA, according to its Form ADV.

**Is Corporate Benefits Consultants, Inc. registered with the SEC or a state?**
Corporate Benefits Consultants, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155764.

**How much does Corporate Benefits Consultants, Inc. manage?**
Corporate Benefits Consultants, Inc. reports $52,360,331 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (0% discretionary).

**Does Corporate Benefits Consultants, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155764

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $52,360,331
- Discretionary: $0
- Non-discretionary: $52,360,331

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $52,360,331 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [corporatebenefitsconsultants.com](https://corporatebenefitsconsultants.com)
- LinkedIn @greg-robick-aif®-975a7320

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corporate Benefits Consultants, Inc. (CRD 155764): Form ADV filing data as of October 2026.