9AT: CORPORATE CONSULTING GROUP, INC.

CORPORATE CONSULTING GROUP, INC.

CORPORATE CONSULTING GROUP, INC.

Adviser Profile

As of Date	03/26/2026
Registration	SEC, Approved, 05/20/2004
ADV Location	TULSA, OK, United States
Contact Info	918 xxxxxxx

AUM^*	240,753,338
of that, discretionary	54,252,511
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	14,161,961
% High Net Worth	33.33%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities

Advisory Activities

- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

187M 160M 133M 107M 80M 53M 27M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Description of the Firm CCG was formed as a corporation under the laws of the State of Oklahoma on December 31, 1985. It maintains its principal office in Tulsa, Oklahoma and shares space and facilities with its sister company, Financial Solutions, Inc., a registered investment adviser that provides investment supervisory services to Clients. CCG became registered as an investment adviser with the SEC on March 6, 2004 and has been conducting its current business since that date. Gary W. Gould is the President, Chief Compliance Officer and sole shareholder of the Firm. Types of Services CCG offers consulting services to Clients. Consulting services may involve providing advice to a Client about the specific investment needs of the Client or about general information on investing, such as information about different

types of securities or strategies, the markets, asset allocation or economic trends. CCG also provides pension consulting to pension plans and sponsors. CCG does not provide financial planning services. Tailoring Services to Needs of Clients The services of CCG are individualized for each of its Clients. CCG enters into a unique agreement with each Client that describes the particular services to be provided. CCG tailors all of its recommendations to the specific needs of each Client after reviewing the assets held by a Client, the Client’s financial goals and objectives, risk tolerance, financial requirements, any specific or extraordinary needs of the Client and special requests by the Client. Wrap Fee Programs CCG does not offer wrap fee programs. Managing Assets CCG does not manage assets for Clients.