Sycamore Investment Consulting Services, LLC

RIASEC RegisteredEst. 2025

Total AUM

$160M

Discretionary

$160M

100% of AUM

Avg account

$1.4M

Accounts

116

Employees

Advisory reps

Firm details

Headquarters: Madison, Wisconsin
CRD number: 125081
Registered since: December 3, 2025
Website: www.btnwd.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.56%
Charitable Organizations24.4%
Corporations / Businesses15.94%
Individuals3.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sycamore Investment Consulting Services, LLC is a limited liability company focused on providing financial planning and portfolio management services. The firm caters to both individual and family clients, as well as institutional clients. Its investment activities include a range of advisory services designed to meet the diverse needs of its clientele. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While Sycamore Investment Consulting Services does not actively pursue ESG investments, it maintains a broad approach to portfolio management.