Overview
Assets Under Management: $160 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 27
Average Client Assets: $3.3 million
Frequently Asked Questions
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125081), SYCAMORE INVESTMENT CONSULTING SERVICES, LLC is subject to fiduciary duty under federal law.
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC is headquartered in MADISON, WI.
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC serves 27 high-net-worth clients according to their SEC filing dated December 15, 2025. View client details ↓
According to their SEC Form ADV, SYCAMORE INVESTMENT CONSULTING SERVICES, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC manages $160 million in client assets according to their SEC filing dated December 15, 2025.
According to their SEC Form ADV, SYCAMORE INVESTMENT CONSULTING SERVICES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.56%
Average Client Assets: $3.3 million
Total Client Accounts: 116
Discretionary Accounts: 116
Regulatory Filings
CRD Number: 125081
Filing ID: 2033866
Last Filing Date: 2025-12-15 05:56:50