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AdvisorCensus / Financial advisors / Oklahoma / Tulsa / Corporate Consulting Group, Inc.

Corporate Consulting Group, Inc.

Tulsa, OKSEC-registered investment adviserCRD 123761

Filed as CORPORATE CONSULTING GROUP, INC.

Corporate Consulting Group, Inc. is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

22 years
registered since 2004
$240,753,338
assets under management
2 arrangements
Hourly, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Corporate Consulting Group, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Corporate Consulting Group, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

How much does Corporate Consulting Group, Inc. charge?

Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $150 to $250 an hour (consulting services for shorter-term projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Corporate Consulting Group, Inc. located?

Corporate Consulting Group, Inc.'s principal office is in Tulsa, OK, according to its Form ADV.

Is Corporate Consulting Group, Inc. registered with the SEC or a state?

Corporate Consulting Group, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 123761.

How much does Corporate Consulting Group, Inc. manage?

Corporate Consulting Group, Inc. reports $240,753,338 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (23% discretionary).

How have Corporate Consulting Group, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Corporate Consulting Group, Inc.: Regulatory assets under management: $167,091,797 in the October 2025 data and $240,753,338 in the October 2026 data, up 44%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

Does Corporate Consulting Group, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/123761

Does Corporate Consulting Group, Inc. state an account minimum?

Its Form ADV Part 2A brochure dated March 26, 2026 says: "CCG requires each Client to maintain a minimum portfolio balance of cash and securities of $3,000,000. This minimum may be waived or reduced under certain circumstances at the sole discretion of CCG."

What changed in Corporate Consulting Group, Inc.'s recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $167,091,797 to $240,753,338 (+44%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

The brochure's wording
CCG requires each Client to maintain a minimum portfolio balance of cash and securities of $3,000,000. This minimum may be waived or reduced under certain circumstances at the sole discretion of CCG.

Hourly rate: $150 to $250 an hour (consulting services for shorter-term projects)

The brochure's wording
All arrangements are negotiated based on a fixed fee agreed upon in advance for longer -term projects or on an hourly basis ranging from $150 to $250 per hour for shorter-term projects.

As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$240,753,338

$240,753,338 as of October 2026, filing dated March 26, 2026.

Discretionary: $54,252,511.Non-discretionary: $186,500,827.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
High net worth individuals
Clients Fewer than 5 Assets $104,646,389 (43%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $77,014,049 (32%)
Charitable organizations
Clients Fewer than 5 Assets $38,063,953 (16%)
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets $21,028,947 (9%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2004 (22 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
OK

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
Not reported 2021 Not reported 2022 Not reported 2023 Not reported 2024 $167M 2025 $241M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$240,753,3382March 26, 2026
October 2025$167,091,7972April 30, 2025
October 2024Not reported2March 25, 2024
October 2023Not reported2March 20, 2023
October 2022Not reported2March 13, 2022
October 2021Not reported2March 11, 2021

Regulatory assets under management: $167,091,797 in the October 2025 data and $240,753,338 in the October 2026 data, up 44%.

Total employees: 2 in October 2021 and 2 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $167,091,797 to $240,753,338 (+44%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Corporate Consulting Group, Inc. (CRD 123761): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/corporate-consulting-group-inc-tulsa-ok-123761