Investment Consulting Group Inc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 106967
· SEC file 801-38594
· Davenport, IA
· WWW.INVESTMENTCONSULTINGGROUPINC.COM
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $2.8B
- Discretionary
- $0
- Clients
- 179
- Avg AUM / client
- $15.9M
- Accounts
- 504
- Employees
- 6
AUM over time
$1.2B
$2.8B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $22.7M | 0.8% |
| High net worth individuals | 71 | $326M | 11.5% |
| Pension and profit sharing plans | 28 | $2.2B | 77.7% |
| Charitable organizations | 6 | $31.2M | 1.1% |
| Insurance companies | Fewer than 5 clients | $5.4M | 0.19% |
| Corporations and other businesses | 16 | $62.1M | 2.19% |
| Other | 5 | $185M | 6.52% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Neca Local 145 Ibew Pension Fund Neca Local 145 Ibew Pension Fund | Moline, IL | 2024 |
| East Central Illinois Pipe Trades Pension Fund East Central Illinois Pipe Trades Pension Fund | 2024 | |
| Ibew Local 13 Retirement Plan Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee | 2024 | |
| Plumbers & Pipefitters Local No. 25 Pension Fund Plumbers & Pipefitters L25 | 2024 | |
| Neca Local 145 Ibew Annuity And Profit Sharing Pla Neca Local 145 I.B.E.W Annuity And Profi | Moline, IL | 2024 |
| Local 231 Ibew Retirement Plan Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust | 2024 | |
| Eye Surgeons Associates, P.C. Retirement Plan Eye Surgeons Associates, P.C. | 2024 | |
| Ibew Local 288 Retirement And 401 K Plan Ibew Local Union 288 And Neca Iowa Chapter, Joint Board Of Trustees | 2024 | |
| Plumbers & Pipefitters Local #25 401 K Plan Plumbers & Pipefitters Local #25 | 2024 | |
| Sheet Metal Workers Local 91 Annuity Plan Board Of Trustees Sheetmetal Workers Local 91 Annuity Plan | Rock Island, IL | 2024 |
| Local 99 Pension Plan Board Of Trustees Local 99 Pension Plan | Moline, IL | 2024 |
| Intl Assn Heat & Frost Insulators & Allied Workers #81 Rsp Board Of Trustees Local 81 Intl Assoc Heat & Frost Insulators & Allied | Moline, IL | 2024 |
| Fca, Llc 401(k) Savings Plan Fca, Llc | 2024 | |
| Von Maur 401(k) Retirement Plan Von Maur, Inc. | 2024 | |
| Cvausa Management, Llc 401(k) Plan Cvausa Management, Llc | 2024 | |
| I.B.E.W. Local No. 704 401(k) Plan Board Of Trustees Ibew Local 704 Retirement Income Plan | Moline, IL | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Ray Stanforth | President/Chief Compliance Officer | May 1990 (36y) | 75% or more | |
| Stanforth, Rita, Curran | Secretary/Treasurer | Feb 1997 (30y) | Less than 5% | |
| Ross Curran Stanforth | Vice President/Director | Mar 2005 (21y) | 5% – 10% | |
| Stanforth, Austin, Curran | Director | Feb 2008 (19y) | Less than 5% | |
| Stanforth, Lisa Anne, Curran | Director | Nov 2009 (17y) | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (16)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Neca Local 145 Ibew Pension Fund | Neca Local 145 Ibew Pension Fund | 865 | $275M | 09/01/2024 |
| East Central Illinois Pipe Trades Pension Fund | East Central Illinois Pipe Trades Pension Fund | 383 | $103M | 08/01/2024 |
| Ibew Local 13 Retirement Plan | Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee | 327 | $59.5M | 06/01/2024 |
| Plumbers & Pipefitters Local No. 25 Pension Fund | Plumbers & Pipefitters L25 | 928 | $470M | 04/01/2024 |
| Neca Local 145 Ibew Annuity And Profit Sharing Pla | Neca Local 145 I.B.E.W Annuity And Profi | 1,161 | $162M | 04/01/2024 |
| Local 231 Ibew Retirement Plan | Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust | 453 | $63.4M | 02/01/2024 |
| Eye Surgeons Associates, P.C. Retirement Plan | Eye Surgeons Associates, P.C. | 132 | $27.5M | 01/01/2024 |
| Ibew Local 288 Retirement And 401 K Plan | Ibew Local Union 288 And Neca Iowa Chapter, Joint Board Of Trustees | 213 | $28.3M | 01/01/2024 |
| Plumbers & Pipefitters Local #25 401 K Plan | Plumbers & Pipefitters Local #25 | 1,605 | $105M | 01/01/2024 |
| Sheet Metal Workers Local 91 Annuity Plan | Board Of Trustees Sheetmetal Workers Local 91 Annuity Plan | 648 | $176M | 01/01/2024 |
| Local 99 Pension Plan | Board Of Trustees Local 99 Pension Plan | 183 | $57.4M | 01/01/2024 |
| Intl Assn Heat & Frost Insulators & Allied Workers #81 Rsp | Board Of Trustees Local 81 Intl Assoc Heat & Frost Insulators & Allied | 162 | $13.6M | 01/01/2024 |
| Fca, Llc 401(k) Savings Plan | Fca, Llc | 726 | $21.3M | 01/01/2024 |
| Von Maur 401(k) Retirement Plan | Von Maur, Inc. | 1,753 | $112M | 01/01/2024 |
| Cvausa Management, Llc 401(k) Plan | Cvausa Management, Llc | 3,358 | $132M | 01/01/2024 |
| I.B.E.W. Local No. 704 401(k) Plan | Board Of Trustees Ibew Local 704 Retirement Income Plan | 180 | $48.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 949 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Quad City Bank & Trust $985M (35% of AUM) Mar 2026
- Charles Schwab & Co. $383M (13% of AUM) Mar 2026
- The Vanguard Group, Inc. $333M (12% of AUM) Mar 2026
- First National Advisers, Llc $323M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗