Data / Investment advisers / Iowa / Investment Consulting Group Inc
Investment Consulting Group Inc, Davenport, IA: $2.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Investment Consulting Group Inc is an SEC registered investment adviser with its main office in Davenport, Iowa and reports $2.8 billion in regulatory assets under management in its Form ADV filed October 27, 2026. Its clients include pension and profit sharing plans, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Investment Consulting Group Inc (CRD number 106967): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106967
- SEC file number
- 801-38594
- SEC status
- Approved, effective January 31, 1991
- Main office
- 5117 Jersey Ridge Road Suite 1, Davenport, IA 52807
- Phone
- (563) 322-2322
- Website
- investmentconsultinggroupinc.com
- Regulatory AUM
- $2,840,654,290 in the Form ADV filed October 27, 2026
- Non discretionary AUM
- $2,840,654,290
- Accounts
- 504
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 28 | $2.21 billion |
| High net worth individuals | 71 | $325.6 million |
| Corporations or other businesses | 16 | $62.1 million |
| Charitable organizations | 6 | $31.2 million |
| Individuals (other than high net worth individuals) | 53 | $22.7 million |
| Insurance companies | Fewer than 5 | $5.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.84 billion | March 27, 2026 |
| December 1, 2025 | $2.60 billion | March 13, 2025 |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nations Financial Group, Inc. | Cedar Rapids | $4.77 billion | Not listed | adviserinfo.sec.gov |
| BTC Capital Management | Des Moines | $4.60 billion | Not listed | adviserinfo.sec.gov |
| BFC Planning, Inc. | Cedar Rapids | $3.84 billion | Not listed | adviserinfo.sec.gov |
| Ausdal Financial Partners, Inc. | Davenport | $3.73 billion | Not listed | adviserinfo.sec.gov |
| Steele Capital Management, Inc. | Dubuque | $3.55 billion | Not listed | adviserinfo.sec.gov |
| Gilbert & Cook, Inc. | West des Moines | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Stackstone Wealth, LLC | Dubuque | $1.49 billion | Not listed | adviserinfo.sec.gov |
| Principal Advised Services | Des Moines | $1.42 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Investment Consulting Group Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.