Wealth manager, independent · Madison, WI
Sycamore Investment Consulting Services, LLC
SEC-registered investment adviser · CRD 125081 · SEC 801-134876
At a glance
Sycamore Investment Consulting Services, LLC is an SEC-registered investment adviser based in Madison, Wisconsin, with $160 million in regulatory assets under management as of its Form ADV filed December 15, 2025. Its largest client group by assets is high-net-worth individuals, and it reports 37 individual clients. By Form ADV it is a wealth manager, ranked 6,646th of 8,915 wealth managers and 13,379th of 17,210 SEC-registered advisers by assets.
Main office 608-827-6414As filed on Form ADV
- Regulatory AUM
- $160M
- Rank among wealth managers
- #6,646 of 8,915
- Rank among all SEC RIAs
- #13,379 of 17,210
- Rank in Wisconsin
- #151 of 195
- Individual clients
- 37
- High-net-worth clients
- 27
- Accounts
- 116
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Gregory S. RademacherManaging Member and Chief Compliance Officer
- Jodie A. McLellanMember
Custody and brokerage
Broker-dealer
Hybrid RIA
Sycamore Investment Consulting Services, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Buttonwood Partners, Inc..
- Buttonwood Partners, Inc. ↗CRD 27108
Its Form ADV brochure (filed December 2025) names Buttonwood Partners as the broker-dealer its advisers are registered with.
Other Financial Industry Activities and Affiliations While Sycamore is not registered as a broker -dealer, its management persons are owners and registered representatives of Buttonwood Partners, Inc., which is a registered broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 27 | $90M | 57% |
| Charitable organizations | 3 | $39M | 24% |
| Corporations or other businesses | 2 | $25M | 16% |
| Individuals | 10 | $5M | 3% |
Disciplinary disclosures
Sycamore Investment Consulting Services, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Sycamore Investment Consulting Services, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,521 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Sycamore Investment Consulting Services, LLC manage?
Sycamore Investment Consulting Services, LLC reports $160 million in regulatory assets under management across 116 accounts, 100% of it on a discretionary basis, on its Form ADV filed December 15, 2025.
What kind of firm is Sycamore Investment Consulting Services, LLC?
Sycamore Investment Consulting Services, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Sycamore Investment Consulting Services, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($90 million, 27 clients); charitable organizations ($39 million, 3 clients); corporations or other businesses ($25 million, 2 clients).
Does Sycamore Investment Consulting Services, LLC have any disciplinary history?
Sycamore Investment Consulting Services, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Sycamore Investment Consulting Services, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2025-12-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →