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| Keyboard |
| Investment Consulting Group Inc
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|---|---|
| CRD # | 106967 |
| SEC # | 801-38594 |
| CIK # | |
| AUM | 2,840.7 M (2026-03-27) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 563-322-2322 |
| Address | 5117 Jersey Ridge Road Davenport, IA 52807 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
D. Prepayment of Client Fees
ICG does not require the prepayment of its fees.
A client investment advisory agreement may be canceled by either party upon 30 days’ prior
written notice. Upon termination, any earned, unpaid fees will be due and payable. The client
has the right to terminate an agreement without penalty within five business days after entering
into the agreement. In Illinois, unless a client has received the firm’s disclosure brochure at least
48 hours prior to signing the investment advisory contract, the investment advisory contract
may be terminated by the client within five (5) business days of signing the contract without
incurring any advisory fees.
E. External Compensation for the Sale of Securities to Clients
ICG advisory professionals are compensated solely through a salary and bonus structure. ICG is
not paid any sales, service or administrative fees for the sale of mutual funds or any other
investment products with respect to managed advisory assets.
Part 2A of Form ADV: Investment Consulting Group, Inc. Brochure |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure] |
|---|
Item 7: Types of Clients
ICG offers its investment services to various types of clients including
▪ Individuals and High-Net-Worth Individuals
▪ Pension and Profit Sharing Plans
▪ Health and Welfare Plans
▪ Trusts, Estates, or Charitable Organizations
▪ Corporations or Business Entities other than those listed above.
▪ Qualified and Non-Qualified Retirement Plans, Trusts, and Individuals
▪ Foundations, Endowments and Union Funds
ICG generally requires a minimum account size of $500,000 for retail client accounts, and
$1,000,000 for institutional client accounts. On 401(k) plans, the firm generally requires a
minimum account size of $500,000. The firm, in its sole discretion, may waive the required
minimums.
Part 2A of Form ADV: Investment Consulting Group, Inc. Brochure |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 0.0 |
| (b) Individuals (high net worth individuals) | 71 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 2.2 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.1 |
| (n) Other | 5 | 0.2 |
| Total | 504 | 2.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 504 | 2.8 |
| Total | 504 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 504 | 2.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
OR | 2,888.1 M |
|
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|
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|
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|
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|
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|
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|
NY | 2,807.6 M |
|
Rothschild Investment LLC
✚
|
IL | 2,792.2 M |
|
JB Capital LLC
✚
|
CT | 2,784.5 M |
|
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✚
|
VT | 2,777.4 M |