# Sycamore Investment Consulting Services, LLC

> Sycamore Investment Consulting Services, LLC is an SEC-registered investment advisory firm in Madison, WI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated December 15, 2025.

- CRD: 125081
- Filed as: SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: December 15, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125081
- AdvisorCensus page: https://advisorcensus.com/firm/sycamore-investment-consulting-services-llc-madison-wi-125081

## Quick answers

**How is Sycamore Investment Consulting Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sycamore Investment Consulting Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sycamore Investment Consulting Services, LLC located?**
Sycamore Investment Consulting Services, LLC's principal office is in Madison, WI, according to its Form ADV.

**Is Sycamore Investment Consulting Services, LLC registered with the SEC or a state?**
Sycamore Investment Consulting Services, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 125081.

**How much does Sycamore Investment Consulting Services, LLC manage?**
Sycamore Investment Consulting Services, LLC reports $159,553,914 in regulatory assets under management in its Form ADV filing dated December 15, 2025 (100% discretionary).

**What types of clients does Sycamore Investment Consulting Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (10); charitable organizations (3).

**Which custodians does Sycamore Investment Consulting Services, LLC use?**
Sycamore Investment Consulting Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Sycamore Investment Consulting Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125081

**What changed in Sycamore Investment Consulting Services, LLC's recent Form ADV filings?**
In the January 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $159,553,914
- Discretionary: $159,553,914
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $4,953,427 |
| High net worth individuals | 27 | $90,237,786 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $38,932,736 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $25,429,965 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sycamore Investment Consulting Services, LLC (CRD 125081): Form ADV filing data as of October 2026.