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SYCAMORE INVESTMENT CONSULTING SERVICES, LLC

MADISON, WI · CRD 125081 · IAPD ↗ · 608-827-6414

$159.6MRegulatory AUM
2Advisory reps
2Employees
4Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — SYCAMORE INVESTMENT CONSULTING SERVICES, LLC (MADISON, WI) is newly SEC-registered with $159.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.