SourcingSourcing

INVESTMENT CONSULTING GROUP INC

B57
CRD 106967·SEC 801-38594·DAVENPORT, IA
AUM
$2.84B
$1B+
Est. Revenue
$28.4M
@ 1% on AUM
Est. EBITDA
$8.5M
@ 30% margin
Est. Deal Value
$68.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTMENT CONSULTING GROUP INC
CRD
106967
SEC file #
801-38594
EIN
—
DBA names
—

Economics

AUM
$2.84B
AUM band
$1B+
AUM trajectory
'20'26
$1.80B → $2.84B▲ +58%
Client mix
Individuals High Net Worth71
Individuals Other53
Pension Profit Sharing Plans28
Corporations16
Charitable Organizations6

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
DAVENPORT IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
investmentconsultinggroupinc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STANFORTH, DONALD, RAY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
STANFORTH, DONALD, RAY
STANFORTH, ROSS, CURRAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVESTMENTCONSULTINGGROUPINC.COM
Rdap Domain Creation Date
2001-04-20T20:08:13Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
17
Form 5500 Total Compensation
362,407
Form 5500 Compensation Trajectory 3y
2025343,907
202618,500
Form 5500 Plan Count Trajectory 3y
202515
20262
Schedule C Total Compensation
362,407
Schedule C Service Provider Rows
17

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-04-20T20:08:13Z
Rdap Domain Last Changed
2025-03-24T13:57:32Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
702426
Trust Company Affiliate
No

People (5)

5
STANFORTH, DONALD, RAY
IAR · Direct Owner · 87.5%
702426
STANFORTH, ROSS, CURRAN
IAR · Direct Owner · 7.5%
5119305
STANFORTH, AUSTIN, CURRAN
Executive Officer · 2.5%
5499535
STANFORTH, LISA ANNE, CURRAN
Executive Officer · 2.5%
6039381
STANFORTH, RITA, CURRAN
Executive Officer · 2.5%
3050717