CORPORATE CONSULTING GROUP, INC.

RIASEC RegisteredEst. 2004
Total AUM
$241M
Discretionary
$54.3M
23% of AUM
Avg account
$14.2M
Accounts
17
Employees
2
Advisory reps
1

Firm details

Headquarters
TULSA, Oklahoma
CRD number
123761
Registered since
May 20, 2004
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI43.47%
  • Pension & Profit Sharing Plans31.99%
  • Charitable Organizations15.81%
  • State / Municipal Government8.73%
Services
Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Corporate Consulting Group, Inc. operates as a consultative investment adviser focused on advising plan sponsors and delegating investment implementation to external managers. The firm’s ADV indicates its primary advisory activities are pension consulting and selection of other advisers, and it bills clients on hourly and fixed-fee bases rather than via asset-based fees. That operational model aligns with a capital-allocator role: Corporate Consulting Group, Inc. designs or recommends asset mixes and manager lineups and relies on third-party firms to execute investment strategies. The firm shows a clear preference for public equity exposure, using exchange-traded instruments for the bulk of its invested assets, while also incorporating hedge fund allocations as third-party alternative managers. Corporate Consulting Group, Inc. is not positioned as an ESG-driven investor and reports a largely non-discretionary relationship with the assets it advises, consistent with a consultant that recommends managers and oversees implementation rather than executing trades as a discretionary portfolio manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, Private Funds 9%, Cash & Cash Equivalents 8%83%
  • Exchange Traded Equities83%
  • Private Funds9%
  • Cash & Cash Equivalents8%

Contacts

1 of 1
  • GARY GOULD

    PresidentCRD 1058012

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TULSA, OK

TULSA

Location

TULSA, OK

Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
TULSA
Address
320 S Boston Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth