Investment Consulting Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Davenport, IA. Its latest Form ADV filing, dated March 27, 2026, reports $2.8B in regulatory assets under management, 6 employees, and 504 accounts.
Assets Under Management
$2.8B
Employees
6
Offices
--
Total Clients
179
Primary office
DAVENPORT, IA
5117 JERSEY RIDGE ROAD, SUITE 1, DAVENPORT, IA, United States
Top client segmentHNWI represent 39.7% of total clients.
Top client categories% of clientsClients
1
HNWI
39.7%
71
2
Individuals
29.6%
53
3
Pension Plans
15.6%
28
4
Corporations
8.9%
16
5
Charitable
3.4%
6
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$2.8B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.8B
Total Accounts504
10Y AUM Change+$1.3B (+84.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee30:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.