CORPORATE CONSULTING GROUP, INC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Private Funds9%
- Cash & Cash Equivalents8%
Contacts
1 of 1GARY GOULD
PresidentCRD 1058012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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