SourcingSourcing

CORPORATE CONSULTING GROUP, INC.

C41
CRD 123761·SEC 801-63159·TULSA, OK
AUM
$240.8M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$722K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORPORATE CONSULTING GROUP, INC.
CRD
123761
SEC file #
801-63159
EIN
—
DBA names
—

Economics

AUM
$240.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$167.1M → $240.8M▲ +44%
Client mix
—

Operations

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

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingSelection of other advisers
Fee basis
Hourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GOULD, GARY, WAYNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GOULD, GARY, WAYNE
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1058012
Trust Company Affiliate
No

People (1)

1
GOULD, GARY, WAYNE
IAR · Direct Owner · 87.5%
1058012