DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Corporate Consulting Group, Inc.

Wealth manager with institutional or fund businessTulsa, OklahomaCRD 123761SEC 801-63159IAPD
Latest filing Mar 26, 2026
First filing on the tape Mar 30, 2012 · 16 filings
SEC status approved since May 20, 2004
RAUM
$241M
reported, Item 5.F
Discretionary
23%
of RAUM
Private clients
43%
$105M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$241M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$241M as of Mar 26, 2026
Apr 30, 2025$167M then
HNW client RAUM$105M as of Mar 26, 2026
Apr 30, 2025$54.2M then
State-registered IARs (5.B.3)1 as of Mar 26, 2026
Apr 2, 20131 then
Employees (5.A)2 as of Mar 26, 2026
Apr 2, 20132 then
Private funds: no history
RAUM +44% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
RAUM per advisor
$241MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$14.2MderivedRAUM over accounts (5.F.2.f)
Discretionary
23%derivedof RAUM
Institutional
57%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+44%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
hourly, fixed feesreportedItem 5.E
Advisory activities
pension consulting, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$105M43%
  • Pension and profit-sharing plans$77.0M32%
  • Charitable organizations$38.1M16%
  • State and municipal entities$21.0M8.7%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
17reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixed, hourlyreported
Class basis
private_client_share=0.43 fund_share=0.0 institutional_share=0.57 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Gary Wayne GouldTulsa, OkJul 9, 202542 y2
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Wayne Gary Gould · President, Chief Compliance Officercontrol
      since 12/1985 · owns 75% or more
    Related persons
    Schedule D 7.A
    Advisers that list Corporate Consulting Group, Inc. as a related person
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    ADV anomalies
    3 against comparable advisers; where to look, not conclusions
    • high institutional concentrationStatic outlier · filing Mar 26, 2026
      institutional share of RAUM of 57% against a peer median of 0% (5676 comparable advisers, 99.0th percentile, 19.0 robust deviations)
      peers: independent wealth managers, $100M to $500M (5,676) · 99% percentile
    • discretionary share shiftChange between filings · filing Mar 26, 2026
      discretionary share of RAUM moved from 0.0% to 23.0% between the annual amendments of 2025-04-30 and 2026-03-26
      peers: independent wealth managers, $100M to $500M (5,676)
    • RAUM up 25 %Change between filings · filing Mar 26, 2026
      RAUM (Item 5.F) moved from $167,091,797 to $240,753,338 (+44.0%) between the annual amendments of 2025-04-30 and 2026-03-26; the peer median change was +15.0% (4551 comparable advisers, 94.0th percentile of changes)
      peers: independent wealth managers, $100M to $500M (4,551) · 94% percentile
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • RAUM · $167M to $241M
      Apr 30, 2025 to Mar 26, 2026
    • Accounts · 1 to 17
      Apr 30, 2025 to Mar 26, 2026
    • Discretionary RAUM · $0 to $54.3M
      Apr 30, 2025 to Mar 26, 2026
    • HNW RAUM · $54.2M to $105M
      Apr 30, 2025 to Mar 26, 2026
    • Non-discretionary RAUM · $167M to $187M
      Apr 30, 2025 to Mar 26, 2026
    • Pension RAUM · $66.0M to $77.0M
      Apr 30, 2025 to Mar 26, 2026
    • Accounts · unset to 1.0
      Mar 25, 2024 to Apr 30, 2025
    • Financial planning clients · 0 to 0
      Mar 25, 2024 to Apr 30, 2025
    • Discretionary RAUM · unset to 0.0
      Mar 25, 2024 to Apr 30, 2025
    • HNW RAUM · unset to 54224759.0
      Mar 25, 2024 to Apr 30, 2025
    • Non-discretionary RAUM · unset to 167091797.0
      Mar 25, 2024 to Apr 30, 2025
    • Pension RAUM · unset to 65978267.0
      Mar 25, 2024 to Apr 30, 2025
    • RAUM · unset to 167091797.0
      Mar 25, 2024 to Apr 30, 2025
    • Financial planning clients · unset to 0
      Jun 19, 2020 to Mar 11, 2021
    • Other offices · unset to 0.0
      Mar 17, 2017 to Mar 21, 2018
    • Insurance-licensed employees · 0 to 2
      Mar 24, 2014 to Mar 27, 2015
    • Advisory employees · unset to 2.0
      Mar 30, 2012 to Apr 2, 2013
    • Employees · unset to 2.0
      Mar 30, 2012 to Apr 2, 2013
    • State-registered IARs · unset to 1.0
      Mar 30, 2012 to Apr 2, 2013
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Principal office phone
    918-585-5858reportedpublic record, Form ADV, Mar 26, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $241Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026