# 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.

- CRD: 123761
- Filed as: CORPORATE CONSULTING GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123761
- AdvisorCensus page: https://advisorcensus.com/firm/corporate-consulting-group-inc-tulsa-ok-123761

## Quick answers

**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

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $240,753,338
- Discretionary: $54,252,511
- Non-discretionary: $186,500,827

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $104,646,389 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $77,014,049 |
| Charitable organizations | Fewer than 5 | $38,063,953 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $21,028,947 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 2 | March 11, 2021 |
| October 2022 | Not reported | 2 | March 13, 2022 |
| October 2023 | Not reported | 2 | March 20, 2023 |
| October 2024 | Not reported | 2 | March 25, 2024 |
| October 2025 | $167,091,797 | 2 | April 30, 2025 |
| October 2026 | $240,753,338 | 2 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $167,091,797 to $240,753,338 (+44%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corporate Consulting Group, Inc. (CRD 123761): Form ADV filing data as of October 2026.