DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Investment consultant
Retirement Consulting Group Inc
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
12
filed Mar 11, 2026
ADV institutional RAUM
$337M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$442M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.74; discretionary RAUM $442M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- Mccall Companies Defined Benefit Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cascade Eye & Skin Centers, P.C. Cash Balance Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $151,704 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Mccall Companies Defined Benefit Retirement Plan | 2024 | 27 | NONE | $41,341 |
| Cascade Eye & Skin Centers, P.C. Cash Balance Plan | 2024 | 26 27 38 50 | NONE | $10,000 |
| Mccall Companies Defined Benefit Retirement Plan | 2023 | 27 | NONE | $38,980 |
| Cascade Eye & Skin Centers, P.C. Cash Balance Plan | 2023 | 26 27 38 50 | NONE | $9,973 |
| Mccall Companies Defined Benefit Retirement Plan | 2022 | 27 | NONE | $41,410 |
| Cascade Eye & Skin Centers, P.C. Cash Balance Plan | 2022 | 26 27 38 50 | NONE | $10,000 |
Form ADV readings
- charity clients 2 Mar 11, 2026 reported
- institutional clients 12 Mar 11, 2026 reported
- pension plan clients 10 Mar 11, 2026 reported
- raum discretionary $442M Mar 11, 2026 reported
- raum institutional $337M Mar 11, 2026 reported
- raum total $457M Mar 11, 2026 reported
What changed
No dated events.